Orion Willis
Orion Willis is a ChFC-designated registered investment advisor at Centaurus Financial, INC., based in Sun City West, AZ, with 26 years of industry experience. Orion 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
13843 W. Meeker Blvd., Suite #105, Sun City West, AZ, 85375
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2025Criminal
October 2009Criminal
September 1996Other Business Activities
Orion is involved in several outside business activities. These include inventing electronic devices, serving as a board member for Prime Wealth Advisors LLC and Orion Willis Financial Services LLC, and managing Zot Farming operations, dedicating minimal time to each.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations34 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.