MR
CFP
MR
CFP

Michael Reese

15 Years of Experience
Austin, TX
1 Disclosure

Michael Reese is a CFP-designated registered investment advisor at Centennial Advisors, LLC, based in Austin, TX, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 410 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
410 clients
Average Client Portfolio
$414K average
Assets Under Management
$169.8M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10M+0.50%

Fees are generally negotiable. Assets allocated to the Centennial Alternative Income Fund will be charged an annual fee of 1.00%.

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

10815 Ranch Road 2222, Bldg 3C Suite 200, Austin, TX, 78730

Get directions

History

Regulatory History (1)
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Customer Dispute
January 2004
Denied
Other Business Activities

Michael is involved with two investment-related entities: Michael D. Reese Consulting, LLC, a consulting firm where he dedicates minimal time, and The MKR Group, LLC, a holding company where he is the CEO and also dedicates minimal time.

Employment History
Current Registrations
Centennial Advisors, LLC
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Reap Financial Group, LLC
January 2014 - April 2014 · 3 mos
Centennial Wealth Advisory, LLC
April 2010 - January 2022 · 11 yrs 9 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.