Michael Morando
Michael Morando is a registered investment advisor at Centaurus Financial, INC., based in Santa Barbara, CA, with 14 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.
Fee Estimator
Location
3902 State Street, Suite #101, Santa Barbara, CA, 93105
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2026Other Business Activities
Michael is a financial advisor for Estate Planning Team since 2016, dedicating a few hours per week. He also operates Tremblay Financial Services for marketing purposes and dedicates minimal time to educational speaking and webinars for Compassion International. Finally, Michael assists his wife with an Airbnb unit, Casa Limon, dedicating minimal time.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
State Registrations18 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.
Exams
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