Centurion Advisory Group, Inc fees and pricing
Financial planner in Suwanee, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, Centurion Advisory Group, Inc charges an annual fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $1,000/yr
“The minimum annual fixed fee is $1,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Centurion Advisory Group, Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are payable monthly in advance, and you will receive an invoice each month for the financial planning services.”
- “Fees for investment management services are payable quarterly in advance, generally based on the month your agreement is executed and not the calendar quarter.”
- “If management begins after the start of a month, fees will be prorated accordingly.”
How Centurion Advisory Group, Inc’s fees compare
- Its annual fee of $1,000 is below the Georgia median of $5,438. 6% of the 47 other Georgia planners that publish an annual fee charge less.
About Centurion Advisory Group, Inc
“Where CAG provides only limited financial planning or general consulting services, CAG will work with the client to prepare an appropriate summary of the specific project(s) to the extent necessary or advisable under the circumstances. Making recommendations to help achieve retirement plan goals and objectives;”
- Firm size: 4 employees.
- Founded: 2006 (20 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Minimum
- $500,000 in assets (stated in brochure)
- Clients
- 91
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services
- Assets managed
- $78,666,303
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 140605
- Phone
- (770) 817-0525
Other planners in Suwanee that publish fees
- Marathon Wealth IncorporatedSuwanee$150-$300/hr
- Wealthwise Financial Solutions, LLCSuwanee$240/hr
- 2ND Half Capital, LLCAlpharetta$1,000-$2,000
- Access Planning Partners, LLCAlpharetta$250/hr, $750-$7,500
- Ae Financial & Risk Management, Inc.Alpharetta$250/hr
- Aegis Capital GroupAtlanta$100-$250/hr, $1,000-$3,000
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.