Fee Schedule

Financial Planning Fees:

Centennial Wealth Advisory, LLC evaluates each financial planning project individually.  Project fees are then determined based on the complexity of the client's circumstances.

Project fees will vary from $2,500 to $25,000.  Typically fees are between $2,500 - $10,000, depending on the degree of planning required.

Portfolio Management Fees:

Money management fees are as follows: 

Guaranteed Accounts                  0.50%
Non-Guaranteed Accounts          2.00%

Typically investment accounts are held at:

ADV I & II

ADV I  (Click on the link to open the file)

ADV II & Schedule F  (Click on the link to open the file)

Centennial Wealth Advisory, LLC is a Registered Advisory Firm with the State of Michigan.  This website is for information only and is not an offer to sell or invest in securities.  Please refer to all appropriate prospectuses prior to any investment.  Investments can, and do, lose money.