Russell Trumm
Russell Trumm is a CFP-designated registered investment advisor at Centaurus Financial, INC., based in Roseville, CA, with 24 years of industry experience. Russell 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
2540 Douglas Blvd., Suite #300, Roseville, CA, 95661
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2026Other Business ActivitiesSells Insurance
Russell is the president of Fox Hill Financial & Insurance Service, Inc. since 2002, focusing on employee benefits consulting and sales, including health, dental, vision, life, disability, and retirement plans, taking about half of his time.
Employment History
Current Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Previous Registrations
Qa3 Financial CORP.Broker
Qa3 Financial LLC
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations12 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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