Nathan Woodbury
Nathan Woodbury is a registered investment advisor at Centaurus Financial, INC., based in Holladay, UT, with 21 years of industry experience. Nathan 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
2225 E. Murray Holladay Road, Suite #106, Holladay, UT, 84117
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2014Customer Dispute
July 2010Employment Separation After Allegations
March 2010Other Business ActivitiesSells Insurance
Nathan uses Holladay Wealth Advisors as a DBA for branding and registration purposes. He also sells fixed insurance, fixed annuities, long-term care, and disability insurance, dedicating a few hours per week, and has a woodworking hobby taking about 10% of his time.
Employment History
Current Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Previous Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 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.