John Meraz
John Meraz is a registered investment advisor at Centaurus Financial, INC., based in El Paso, TX, with 18 years of industry experience. John 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
9434 Viscount Blvd., Suite #232, El Paso, TX, 79925
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2021Other Business ActivitiesSells Insurance
John dedicates about 10-20% of his time to Meraz Wealth Management for marketing and advertising insurance and fixed annuities. He also works as a head soccer coach, spending a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Investors Capital CORP.Broker
State Registrations3 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.