Elizabeth Goeltz
Elizabeth Goeltz is a CFP-designated registered investment advisor at Centaurus Financial, INC., based in Henderson, KY, with 20 years of industry experience. Elizabeth 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
230 2nd Street, Suite #500, Henderson, KY, 42420
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2010Other Business ActivitiesSells Insurance
Elizabeth is a managing member of Bluegrass Management Consultants LLC, owning rental property, and spends minimal time on it. She also dedicates minimal time to Life Plan Tax Solutions LLC and a few hours per week to Life Plan Insurance Solutions LLC and selling permanent life insurance.
Employment History
Current Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Previous Registrations
H. Beck, INC.
H. Beck, INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations10 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.