John Adams
John Adams is a CFP-designated registered investment advisor at Centaurus Financial, INC., based in Hayden, ID, with 24 years of industry experience. John 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
162 E. Hayden Ave., Hayden, ID, 83835
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is the Founder/Managing Partner of Alpha III Wealth Management, a DBA for financial planning, retirement, and insurance services, dedicating full-time hours. He is also a Managing Partner at Alpha III TaxGuard, spending minimal time working with Dunham Trust Company on tax mitigation strategies.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
State Registrations27 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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