TrueAdvisor
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EF
EF

Evan W Fitzpatrick

Centura Wealth Advisory
10 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningBusiness OwnersInvestment Management
Centura Wealth Advisory
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
547 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$769.1M

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee

Location

12255 El Camino Real, Suite 125, San Diego, CA, 92130

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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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Employment History
Current Registrations
Centura Wealth Advisory
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Osaic Fa, INC.Broker
April 2022 - July 2024 · 2 yrs 3 mos
Osaic Fa, INC.
April 2022 - July 2024 · 2 yrs 3 mos
Interchange Capital Partners
January 2022 - April 2022 · 3 mos
UBS Financial Services INC.Broker
June 2018 - July 2020 · 2 yrs 1 mo
UBS Financial Services INC.
June 2018 - July 2020 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2013 - May 2018 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2013 - May 2018 · 4 yrs 9 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.