Centura Wealth Advisory fees and pricing
Financial planner in San Diego, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Centura Wealth Advisory charges $170-$1,170 an hour and an annual fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $170-$1,170/hr
“These fees vary but range up to $250,000 on a fixed fee basis and/or from $170 to $1,170 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”
- Annual fee
- $500/yr
“Where a client elects to pay the Firm directly for investment management services, the Firm can charge up to an additional $500 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Centura Wealth Advisory bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee is prorated and charged quarterly based upon the market value of the assets being managed by Centura on the last day of the previous quarter.”
- “We typically bill in advance but under an exceptional basis we can bill in arrears.”
- “If assets in excess of $100,000 are deposited into or withdrawn from an account after the inception of a billing period, the fee payable with respect to such assets is adjusted to reflect the interim change in portfolio value.”
How Centura Wealth Advisory’s fees compare
- Its hourly rate of $170-$1,170 spans the California median of $300. 96% of the 932 other California planners that publish an hourly rate charge less.
- 71 of the 73 other planners in San Diego that publish an hourly rate charge less.
- Its annual fee of $500 is below the California median of $6,250. 1% of the 224 other California planners that publish an annual fee charge less.
- 1 of the 21 other planners in San Diego that publish an annual fee charge less.
About Centura Wealth Advisory
“Centura offers a variety of advisory services, which include financial planning, consulting, and investment management services.”
- Firm size: 64 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement 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
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 574
- Employees
- 64
- Works with
- Individuals, high net worth individuals, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $1,195,740,335
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 296985
- Phone
- (858) 771-9500
Can advise clients in 19 states: Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Minnesota, New Hampshire, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Virginia, Washington
Other planners in San Diego that publish fees
- 401 FinancialSan Diego$250/hr, $500
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
- Abundance PathwaysSan Diego$75/hr, $2,500
- Ac3 CapitalSan Diego$100/hr, $500-$2,000
- AdviceonlySan Diego$50-$600/hr, Up to $10,000
- Ariston Services Group, LLCSan Diego$250-$350/hr, $500-$25,000
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.