Daniel Stolfa is a CFP-designated registered investment advisor at Centura Wealth Advisory, based in San Diego, CA, with 15 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 547 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centura Wealth Advisory offers investment management services for an annual fee based on the amount of assets managed. This fee can be up to 1.25%. The annual fee is calculated quarterly based on the market value of the assets. For certain client holdings, Centura may negotiate a different fee rate. Assets on the SEI platform that do not utilize investment strategies through SEI Sponsored Programs will be charged Centura's investment advisory fee, as well as a SEI platform fee of 0.05%, collected quarterly.
Location
12255 El Camino Real, Suite 125, San Diego, CA, 92130
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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 →Employment History
Current Registrations
Centura Wealth Advisory
Previous Registrations
Stiles Financial Services, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Investors Financial Group
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
State Registrations1 state
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