CENTENNIAL WEALTH ADVISORY, LLC
SEC RegisteredPlan to retire well.
About the firm
Centennial Wealth Advisory is a financial planning firm serving Northern Michigan. Their experienced professionals help clients create well-thought-out strategies using a variety of financial tools and services to address financial needs and concerns in retirement.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Preserve Wealth, Generate Income, Tax Planning, Estate Planning, Health Care Planning, Long-Term Care Planning, and Charitable Giving.
Who they serve
Individuals and families facing common financial concerns in retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,279 | $292M |
| High Net Worth Individuals | 74 | $105M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| All Assets | 1.00% |
Data as of April 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CENTENNIAL WEALTH ADVISORY, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.