Randall Huntimer
Randall Huntimer is a CFP-designated registered investment advisor at Centaurus Financial, INC., based in Anaheim, CA, with 34 years of industry experience. Randall 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
2300 E. Katella Avenue, Suite #200, Anaheim, CA, 92806
Get directionsHistory
Regulatory History (3)
Judgment / Lien
May 2018Judgment / Lien
February 2017Customer Dispute
July 2006Other Business ActivitiesSells Insurance
Randall operates Starfire Financial as a DBA for branding purposes. He also services old health insurance policies with Blue Cross/Blue Shield of Arizona, dedicating minimal time, and sells/services property and casualty insurance through Starfire Financial, spending minimal time on it.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Schooner Financial Associates
Fortis Investors, INC.Broker
Royal Alliance Associates, INC.Broker
First Investors CorporationBroker
State Registrations13 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.