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Ward Molen

Centric Advisors, LLC
22 Years of Experience
Cypress, TX
Sells Insurance
View SEC Summary
View SEC Summary

Ward Molen is a registered investment advisor at Centric Advisors, LLC, based in Cypress, TX, with 22 years of industry experience. Ward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 943 clients with $210M in assets under management.

Centric Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
943 clients
Average Client Portfolio
$224K average
Assets Under Management
$211.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range from 0.25% to 2.50% and are negotiable. Vermont clients are capped at 2.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

12549 Louetta Road, Cypress, TX, 77429

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Ward is the president of Molen Family Holdings, Inc. and a partner in Molen Tax App, LLC, and a member/manager of Molen Financial, LLC. Ward also holds an insurance license and sells life insurance, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Centric Advisors, LLC
August 2019 - Present · 7 yrs 2 mos
Previous Registrations
1st Global Advisors INC
March 2017 - August 2019 · 2 yrs 5 mos
1st Global Capital CORP.Broker
March 2017 - August 2019 · 2 yrs 5 mos
Cetera Advisors LLCBroker
October 2016 - March 2017 · 5 mos
Cetera Advisors LLC
October 2016 - March 2017 · 5 mos
Investors Capital Advisory
June 2008 - October 2016 · 8 yrs 4 mos
Investors Capital CORP.Broker
May 2008 - October 2016 · 8 yrs 5 mos
1st Global Advisors INC
June 2005 - June 2008 · 3 yrs
1st Global Capital CORP.Broker
December 2004 - June 2008 · 3 yrs 6 mos
Mony Securities CorporationBroker
August 2004 - December 2004 · 4 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.
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