Mike Kilpatrick
Mike Kilpatrick is a registered investment advisor at Centaurus Financial, INC., based in Camarillo, CA, with 40 years of industry experience. Mike 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
5999-B Ridge View Street, Camarillo, CA, 93012
Get directionsHistory
Regulatory History (9)
Customer Dispute
July 2025Judgment / Lien
September 2012Regulatory
July 2010Judgment / Lien
January 2009Judgment / Lien
November 2008Customer Dispute
September 2008Employment Separation After Allegations
September 2007Judgment / Lien
November 2005Customer Dispute
June 2003Other Business Activities
Mike is affiliated with Kilpatrick Financial Group since 2011 for branding purposes. This activity is not investment-related.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Linsco/private Ledger CORP.Broker
Linsco/private Ledger CORP.
Ids Life Insurance CompanyBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Financial Services INC.Broker
State Registrations6 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.