JP Geisbauer
Centerpoint Financial Management LLC · Irvine, California
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.
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Facts
| Firm | Centerpoint Financial Management LLC |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $7.4M across 15 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in CA · CRD 2927334 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How JP's firm compares
- Centerpoint Financial Management LLC's average account is about $493,000, from its Form ADV (assets managed divided by 15 accounts).
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Questions about JP
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- 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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