Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
429 advisors
Number of Clients
34,052 clients
Average Client Portfolio
$184K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:None

CFI and IARs are compensated for investment management via an annual asset-based advisory fee. Fees are negotiable and may differ among clients. They can be calculated on a tiered or flat rate schedule. Additional charges may include custodial fees, transfer fees, internal fund fees, TPMM investment management fees, and other administrative fees. CFI also receives compensation through strategic marketing arrangements with third-party money managers.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

11505 SW 90th Terrace, Miami, FL, 33176

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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
Centaurus Financial, INC.
October 2025 - Present · 3 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
October 2024 - September 2025 · 11 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Ana Maria Franco - Financial Advisor | AdvisorDiscover