James Kieckhafer
James Kieckhafer is a registered investment advisor at Centaurus Financial, INC., based in Irvine, CA, with 27 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.
Fee Estimator
Location
6201 Oak Canyon Drive, Suite #200, Irvine, CA, 92618
Get directionsHistory
Regulatory History (2)
Judgment / Lien
April 2026Judgment / Lien
July 2024Other Business Activities
James is the president of Tall Eagle Advisors, a management company, dedicating about a quarter of his time to managing real estate investment entities and KS Financial Advisors. He is also a partner at Kieckhafer, Schiffer & Company LLP, where he spends nearly full-time providing CPA services.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
State Registrations10 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.
Exams
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