Brett Ewing
Brett Ewing is a registered investment advisor at Centaurus Financial, INC., based in Palm Coast, FL, with 28 years of industry experience. Brett 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
397 Palm Coast Parkway Sw, Suite #301, Palm Coast, FL, 32164
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2023Customer Dispute
June 2010Other Business Activities
Brett is a member of the Estate Planning Team, prospecting to clients about deferred sales trust strategies since 2016. He also owns and manages a local community research project, dedicating minimal time, and manages First Franklin Financial Services for branding purposes, taking nearly full-time.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Ing Financial Partners, INC.Broker
Metropolitan Investment Securities, INC.Broker
Interfirst Capital CorporationBroker
San Clemente Securities, INC.Broker
Princor Financial Services CorporationBroker
State Registrations33 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.