Centrus Financial Strategies fees and pricing
Financial planner in Orlando, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 28, 2026, Centrus Financial Strategies charges $500 an hour and a flat or project fee of $3,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Hourly fees will not exceed $500.”
- Flat or project fee
- $3,000-$15,000
“Fixed fees range from $3,000 to $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Centrus Financial Strategies bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Accounts initiated or terminated during a billing period will be charged a prorated fee based on the days the Client account was open during that quarter.”
- “The fee is considered earned upon delivery of the financial plan, and any unpaid amount is immediately due.”
- “If there is a remaining balance of any fees paid in advance after deducting fees from the final invoice, those remaining proceeds will be refunded to the Client.”
How Centrus Financial Strategies’ fees compare
- Its hourly rate of $500 is above the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.
- 19 of the 22 other planners in Orlando that publish an hourly rate charge less.
- Its flat or project fee of $3,000-$15,000 spans the Florida median of $4,900. 76% of the 320 other Florida planners that publish a flat or project fee charge less.
- 18 of the 22 other planners in Orlando that publish a flat or project fee charge less.
About Centrus Financial Strategies
“Our Firm offers a variety of advisory services, which include discretionary investment management, financial planning, consulting services, assets under advisement, and independent third-party money management.”
- Firm size: 9 employees.
- Founded: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Minimum
- $500,000 in assets (stated in brochure)
- Clients
- 189
- Employees
- 9
- Works with
- Individuals, high net worth individuals, and banks
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $125,094,769
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339651
- Phone
- (800) 779-4592
Can advise clients in 6 states: Florida, Georgia, North Carolina, New Hampshire, New York, Texas
Other planners in Orlando that publish fees
- Allegiance Wealth Management, Inc.Orlando$300/hr
- Allgen Financial Advisors, Inc.Orlando$250/hr, $500/yr
- Arx Strategic WealthOrlando$2,500-$5,000
- Cogent Private WealthOrlando$450/hr, $4,000/yr
- Das Wealth ManagementOrlando$100/hr
- Empire Financial Group, LLCOrlando$150/hr, $750-$2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.