CENTURY MANAGEMENT FINANCIAL ADVISORS
SEC RegisteredInvestment Wisdom. Financial Planning. Fiduciary Care.
About the firm
Founded in 1974, Century Management Financial Advisors has been helping individuals, families and business owners navigate wealth with discipline, independence and care. Now led by second and third-generation family members, the firm acts as a fee-only fiduciary advisor, aligning clients' money with their goals and legacy.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-only fiduciary wealth management including retirement planning, investment management, tax strategies, Social Security optimization, income planning, portfolio rebalancing, and lifestyle modeling.
Who they serve
Individuals, families, and business owners
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 576 | $170M |
| High Net Worth Individuals | 131 | $389M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 10 | $79M |
| State/Municipal Entities | 7 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5 million | 1.00% |
| Over $5 million | 0.85% |
| Fixed income only accounts | 0.50% |
| 401(k) Less than $1M | 0.55% |
| 401(k) $1M to $2.499999M | 0.45% |
| 401(k) $2.5M to $4.999999M | 0.35% |
| 401(k) $5M to $9.999999M | 0.25% |
| 401(k) $10M to $24.999999M | 0.20% |
| 401(k) Over $25M | 0.00% |
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CENTURY MANAGEMENT FINANCIAL ADVISORS 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.