PS
CFP

Parshad Kirpal Singh

17 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
18 advisors
Number of Clients
547 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$769.1M

Fee Structure

Minimum Investment:$2M
Financial Plan Fee:Up to $250,000
Hourly Rate:$170 - $1,170/hr

Centura charges fees for financial planning and consulting services, ranging up to $250,000 on a fixed fee basis and from $170 to $1,170 on an hourly basis. Investment management fees can be up to 1.25% annually, based on assets under management. Retirement plan advisory fees are either an asset-based fee of up to 1.25% or an annual fixed fee. Fees may be negotiable.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningReal Estate Investing
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Advisor Information

Office location

1200 17th Street, Suite 500, Denver, CO, 80202

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Parshad is a licensed insurance agent in multiple states since 2008, working as an insurance producer. This activity requires minimal time.

Employment History
Current Registrations
Centura Wealth Advisory
November 2025 - Present · 2 mos
Previous Registrations
Moneta Group Investment Advisors, LLC
August 2025 - September 2025 · 1 mo
Mercer Global Advisors INC.
November 2023 - July 2025 · 1 yr 8 mos
Singh Advisory, LLC
June 2022 - June 2024 · 2 yrs
Financial Steward Associates, LLC
October 2015 - January 2018 · 2 yrs 3 mos
LPL Financial LLC Broker
May 2014 - December 2023 · 9 yrs 7 mos
LPL Financial LLC
May 2014 - September 2022 · 8 yrs 4 mos
Edward Jones
August 2008 - May 2014 · 5 yrs 9 mos
Edward Jones Broker
June 2008 - May 2014 · 5 yrs 11 mos
Janus Distributors LLCBroker
December 2007 - June 2008 · 6 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.