Curtis Simmons
Centennial Wealth Management · Rexburg, Idaho
Curtis Simmons is a fee-only financial advisor at Centennial Wealth Management in Rexburg, Idaho. Curtis focuses on tax planning. Centennial Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Centennial Wealth Management |
|---|---|
| Based in | Rexburg, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $471.2M across 2,236 accounts |
| SEC registration | Investment adviser representative in ID · CRD 6847718 |
| Exams passed | Series 66 (2017) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | centennialwealthmanagement.com |
| Profile |
How Curtis's firm compares
- Centennial Wealth Management's average account is about $211,000, from its Form ADV (assets managed divided by 2,236 accounts).
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Questions about Curtis
Is Curtis Simmons a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Curtis holds no broker registration, and Centennial Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Curtis charge for financial advice?
Curtis's firm, Centennial Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Curtis Simmons based?
Curtis Simmons is based in Rexburg, Idaho.
What does Curtis specialize in?
Curtis's specialties include tax planning.
Is Curtis Simmons registered with the SEC?
Yes. Curtis Simmons is registered as an investment adviser representative in ID (CRD 6847718), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Centennial Wealth Management manage?
Centennial Wealth Management reports $471.2M across 2,236 accounts in assets under management.
How do I contact Curtis Simmons?
Through Curtis's website, centennialwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Centennial Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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