# JP Geisbauer

> JP Geisbauer is a fee-only financial advisor at Centerpoint Financial Management LLC in Irvine, California, who holds the CFP and CPA credentials. Centerpoint Financial Management LLC reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Centerpoint Financial Management LLC
- **Based in:** Irvine, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $7.4M across 15 accounts
- **Credentials:** CFP, CPA
- **CRD:** 2927334 (https://adviserinfo.sec.gov/individual/summary/2927334)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2019)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is JP Geisbauer a fee-only financial advisor?

Yes. JP Geisbauer is listed in 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 JP's firm.

### How does JP charge for financial advice?

JP's firm, Centerpoint Financial Management LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is JP Geisbauer based?

JP Geisbauer is based in Irvine, California.

### What credentials does JP Geisbauer hold?

JP Geisbauer holds the CFP and CPA credentials.

### Is JP Geisbauer registered with the SEC?

Yes. JP Geisbauer is registered as an investment adviser representative in CA (CRD 2927334), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Centerpoint Financial Management LLC manage?

Centerpoint Financial Management LLC reports $7.4M across 15 accounts in assets under management.

### How do I contact JP Geisbauer?

Contact details aren't on file yet. Search for Centerpoint Financial Management LLC.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jp-geisbauer-10855): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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