Beneta Reynoso is a registered investment advisor at Centaurus Financial, INC., based in Riverside, CA, with 40 years of industry experience. Beneta 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
Riverside, CA
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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.
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Beneta is the CEO of Empire Financial Benefits, Inc., dedicating full-time hours to running the company, client management, payroll, marketing, and sales. She also works as a networking counselor for Epic Estate Plans and an agent for Ameristate Legal Plan, Inc., spending minimal time on each to gather information for trusts and estate plans.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
National Securities CorporationBroker
Wedbush Morgan Securities INC.
Wedbush Morgan Securities INC.Broker
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
Veritrust Financial, LLCBroker
Aragon Financial Services, INC.Broker
Principal Securities, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, 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.