Thomas Wiltz
Thomas Wiltz is a registered investment advisor at Centaurus Financial, INC., based in Leesburg, VA, with 34 years of industry experience. Thomas 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
540 Fort Evans Road, Ne, Suite #200, Leesburg, VA, 20176
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2025Customer Dispute
January 2012Other Business ActivitiesSells Insurance
Thomas is the owner/advisor of Platinum Capital Advisors, where he places clients in life insurance and annuity products. He spends about 10-20% of his time on this activity.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Questar Asset Management, INC.
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations14 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.