JS
CFP

Justin Simmons

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

25109 Jefferson Ave, Suite 205, Murrieta, CA, 92562

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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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Employment History
Current Registrations
Centura Wealth Advisory
July 2025 - Present · 6 mos
Davies Financial Advisors, INC.
September 2022 - Present · 3 yrs 4 mos
Previous Registrations
Commonwealth Financial Network
January 2018 - October 2022 · 4 yrs 9 mos
Commonwealth Financial Network Broker
January 2018 - October 2022 · 4 yrs 9 mos
Morgan Stanley Broker
April 2017 - November 2017 · 7 mos
Morgan Stanley
April 2017 - November 2017 · 7 mos
Commonwealth Financial Network
January 2017 - March 2017 · 2 mos
Commonwealth Financial Network Broker
January 2017 - March 2017 · 2 mos
Morgan Stanley
June 2009 - September 2016 · 7 yrs 3 mos
Morgan Stanley Broker
June 2009 - September 2016 · 7 yrs 3 mos
Morgan Stanley & CO. Incorporated
January 2008 - June 2009 · 1 yr 5 mos
Morgan Stanley & CO. IncorporatedBroker
November 2007 - June 2009 · 1 yr 7 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Justin Simmons - Financial Advisor | AdvisorDiscover