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centrica wealth management

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centrica wealth managementmiami, FL

Additional Information

Centrica is an independent financial advisor registered with the SEC serving ultra-high net worth families. The firm offers comprehensive wealth planning and investment advice tailored to clients' unique needs and goals. Services include investment management, financial planning, and coordination with tax professionals.

SEC registeredCFA (Chartered Financial Analyst)FINRA Series 7FINRA Series 63FINRA Series 65Chartered Accountant (CA(SA))

Specializes in

Ultra-high net worth familiesIndividual investorsBusiness ownersFamiliesEmerging marketsGlobal credit

Services

Investment managementFinancial planningFamily and Corporate GovernanceClient Investment ManagementMarket Research and AnalysisCredit ConsultingClient Portal & Asset AggregationLegacy and Estate Planning SupportPrivate Markets and Direct InvestmentsCoordination with Tax Professionals+2 more

Serving Miami, Latin America, Central and South America

Additional information extracted from the firm's public website. Last updated: September 16, 2026

Contact Information

Phone: 305-686-7910

Website: https://centricafg.com

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Frequently Asked Questions

How much does a financial advisor cost in miami?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.