Julie Kostelecky
Centennial Wealth Management · Rexburg, Idaho
Julie Kostelecky is a fee-only financial advisor at Centennial Wealth Management in Rexburg, Idaho. Julie 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 MT · CRD 8274201 |
| Exams passed | Series 65 (2026) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | centennialwealthmanagement.com |
How Julie'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 Julie
Is Julie Kostelecky a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julie 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 Julie charge for financial advice?
Julie's firm, Centennial Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Julie Kostelecky based?
Julie Kostelecky is based in Rexburg, Idaho.
What does Julie specialize in?
Julie's specialties include tax planning.
Is Julie Kostelecky registered with the SEC?
Yes. Julie Kostelecky is registered as an investment adviser representative in MT (CRD 8274201), 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 Julie Kostelecky?
Through Julie'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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