Scott Oosting is a registered investment advisor at Centaurus Financial, INC., based in Fremont, MI, with 38 years of industry experience. Scott 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
38 E. Sheridan, Fremont, MI, 49412
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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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Scott is a partner at Oosting, Burt & Assoc. LLP, focusing on tax preparation, management, accounting, audit, and review, which takes significantly more than full-time. He also owns Oosting Stables, training and breeding standardbred racehorses (about a third of his time), is a partner at BOSS Properties, LLP, raising crops and butchering beef (about a quarter of his time), and a partner at Jetlev Southeast, LLC, selling and renting water-powered jetpacks (about 10-20% of his time).
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
USA Wealth Management LLC
USA Advanced Planners INC.Broker
USA Financial Securities CorporationBroker
Lifeusa Securities, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations9 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.