Christine Centeno
Simplicity Wealth Management LLC · Glen Allen, Virginia
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.
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Specialties
Who they serve
- Tech employees
- Founders
- Executives
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 | $35.9M across 172 accounts |
| Credentials | CFP · MSFP |
| SEC registration | Investment adviser representative in CA, TX, VA, WA · CRD 5362641 |
| Exams passed | Series 66 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | simplicitywm.com |
| Profile |
How Christine's firm compares
- Simplicity Wealth Management LLC's average account is about $209,000, from its Form ADV (assets managed divided by 172 accounts).
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Questions about Christine
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Simplicity Wealth Management LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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