# Christine Centeno

> Christine Centeno is a fee-only financial advisor at Simplicity Wealth Management LLC in Glen Allen, Virginia, who holds the CFP and MSFP credentials. Christine focuses on equity compensation. Simplicity Wealth Management LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/christine-centeno/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Simplicity Wealth Management LLC
- **Based in:** Glen Allen, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $35.9M across 172 accounts
- **Credentials:** CFP, MSFP
- **Specialties:** Equity compensation
- **Works with:** Tech employees, Founders, Executives
- **CRD:** 5362641 (https://adviserinfo.sec.gov/individual/summary/5362641)
- **SEC registration:** Investment adviser representative in CA, TX, VA, WA
- **Exams passed:** Series 66 (2007)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://simplicitywm.com

## Frequently asked questions

### Is Christine Centeno a fee-only financial advisor?

Yes. Christine Centeno is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Christine's firm.

### How does Christine charge for financial advice?

Christine's firm, Simplicity Wealth Management LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Christine Centeno based?

Christine Centeno is based in Glen Allen, Virginia.

### What does Christine specialize in?

Christine's specialties include equity compensation. Christine works with tech employees, founders and executives.

### What credentials does Christine Centeno hold?

Christine Centeno holds the CFP and MSFP credentials.

### Is Christine Centeno registered with the SEC?

Yes. Christine Centeno is registered as an investment adviser representative in CA, TX, VA and WA (CRD 5362641), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Simplicity Wealth Management LLC manage?

Simplicity Wealth Management LLC reports $35.9M across 172 accounts in assets under management.

### How do I contact Christine Centeno?

Through Christine's website, simplicitywm.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45056): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://simplicitywm.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.