EF

Evan W Fitzpatrick

10 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

12255 El Camino Real, Suite 125, San Diego, CA, 92130

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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 2024 - Present · 1 yr 6 mos
Previous Registrations
Osaic Fa, INC.Broker
April 2022 - July 2024 · 2 yrs 3 mos
Osaic Fa, INC.
April 2022 - July 2024 · 2 yrs 3 mos
Interchange Capital Partners
January 2022 - April 2022 · 3 mos
UBS Financial Services INC. Broker
June 2018 - July 2020 · 2 yrs 1 mo
UBS Financial Services INC.
June 2018 - July 2020 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2013 - May 2018 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
August 2013 - May 2018 · 4 yrs 9 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.