Centurion Wealth Management fees and pricing
Financial planner in Mclean, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 25, 2026, Centurion Wealth Management charges $175-$450 an hour and a flat or project fee of $3,500-$7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175-$450/hr
“Our Financial Planning fees may be calculated and charged on an hourly basis, ranging from $175 to $450 per hour, depending on the complexity of services.”
- Flat or project fee
- $3,500-$7,500
“The fee may be calculated and charged on a fixed fee basis, typically ranging from $3,500 to $7,500, depending on the specific arrangement reached with the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Centurion Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Annual Advisory Fee is billed monthly, in arrears, and is calculated using the average daily balance.”
- “The balance is due upon completion of the written financial plan.”
- “Fees are calculated in arrears and paid, either monthly or quarterly to Centurion directly from the plan administrators.”
How Centurion Wealth Management’s fees compare
- Its hourly rate of $175-$450 spans the Virginia median of $260. 70% of the 203 other Virginia planners that publish an hourly rate charge less.
- 7 of the 10 other planners in Mclean that publish an hourly rate charge less.
- Its flat or project fee of $3,500-$7,500 spans the Virginia median of $4,250. 63% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 1 of the 6 other planners in Mclean that publish a flat or project fee charge less.
About Centurion Wealth Management
“Wealth Managers also work with clients to create financial plans, and when applicable, provide consulting services to retirement plans.”
- Firm size: 13 employees.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Divorce
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.35% a year
- Clients
- 405
- Employees
- 13
- Works with
- Individuals, high net worth individuals, business development companies, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, educational seminars and workshops, and other services
- Assets managed
- $786,188,183
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317929
- Phone
- (571) 765-1890
Can advise clients in 24 states: Alaska, California, Connecticut, District of Columbia, Delaware, Florida, Georgia, Illinois, Louisiana, Massachusetts, Maryland, Maine, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Vermont, West Virginia
Other planners in Mclean that publish fees
- Activ8 Family Office LLCMclean$400/hr, $2,500-$100,000
- Acts Financial AdvisorsMclean$450/hr
- Advisors Financial, Inc.Mclean$250-$500/hr
- Alpha Financial Advisors, LLCMclean$250/hr
- Argo Wealth Advisory, LLCMclean$500-$50,000
- B&l Wealth Group, LLCMclean$250/hr, $2,000-$10,000
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.