Bradley Dehaven
Bradley Dehaven is a registered investment advisor at Centaurus Financial, INC., based in Fair Oaks, CA, with 37 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
8910 Sunset Ave., Suite A, Fair Oaks, CA, 95628
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bradley owns Retire 101 for marketing and branding purposes. He is also president of Dehaven & Associates Inc., where he sells life and health insurance (dedicating a few hours per week), manufactures auto parts, and sells books/public speaking. Bradley is also a chapter president for the American Financial Education Alliance and a trust protector.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Allstate Financial Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Quest Securities, INC.Broker
Fortis Investors, INC.Broker
Philadelphia Life Asset Planning CompanyBroker
Grand Financial, INC.Broker
Painewebber IncorporatedBroker
Prudential-Bache Securities INC.Broker
Darnall, Kemna & CO., INC.Broker
Lasater & CompanyBroker
Collins & Associates, INC.Broker
Collins, Locke & Lasater, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.