Firm
Centennial Wealth Management
Rexburg, Idaho
Fee-only
Centennial Wealth Management at a glance
- One of 70 fee-only firms based in Idaho in the Wellspent graph.
- 8 advisors are listed here.
- Its Form ADV reports 10 employees and 939 individual clients, 312 of them high net worth.
- Its average account is about $211,000 (assets it manages divided by its 2,236 accounts).
Fee-only advisors in Idaho · What fee-only advisors charge in Idaho
Facts
| Based in | Rexburg, Idaho |
|---|---|
| Website | centennialwealthmanagement.com |
| Phone | (208) 356-9022 |
Centennial Wealth Management fees
Centennial Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $471 million |
| Individual clients | 627 |
| High-net-worth clients | 312 |
| Accounts managed | 2,236 |
| Employees | 10 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-128135) |
| Financial planning | Offered |
| Form ADV filed | July 30, 2026 |
| SEC record | CRD 326719 |