MB
CFP
MB
CFP

Myron Bouwhuis

15 Years of Experience
Clearfield, UT
BrokerSells Insurance

Myron Bouwhuis is a CFP-designated registered investment advisor at Centaurus Financial, INC., based in Clearfield, UT, with 15 years of industry experience. Myron 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
429 advisors
Number of Clients
38,049 clients
Average Client Portfolio
$193K average
Assets Under Management
$7.3B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

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%.

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Location

712 E. 700 S, Clearfield, UT, 84015

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Myron is a registered principal at Brickhouse Financial and owns My & RA Holdings, Inc. doing business as Bouwhuis & Associates, where he provides tax planning and preparation services, taking about 10-20% of his time. He also receives life insurance trails/renewals through Penn Mutual, dedicating about a quarter of his time, and serves as a Bishop for The Church of Jesus Christ of Latter-day Saints, spending about 10-20% of his time.

Employment History
Current Registrations
Centaurus Financial, INC.Broker
May 2013 - Present · 13 yrs
Centaurus Financial, INC.
May 2013 - Present · 13 yrs
Previous Registrations
Hornor, Townsend & Kent, INC.
January 2011 - May 2013 · 2 yrs 4 mos
Hornor, Townsend & Kent, INC.Broker
December 2010 - May 2013 · 2 yrs 5 mos
State Registrations6 states
AZCACOIDNVUT
AdvisorBrokerBoth

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
No exam information available for this advisor.