AL
CFP · PFS
AL
CFP · PFS

Aaron Franklin Leatherwood

11 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
70 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$129.8M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.20%
$1.0M - $2.0M1.10%
$2.0M - $3.0M1.00%
$3.0M - $4.0M0.90%
$4.0M - $5.0M0.80%
$5.0M - $6.0M0.70%
$6M+0.60%

All fees are negotiable at the discretion of Centerpiece.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$9,000
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Location

6400 S Fiddlers Green Cir Ste. 300, Greenwood Village, CO, 80111

Get directions

History

Regulatory History (1)
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Employment Separation After Allegations
May 2019
Other Business Activities

Aaron is an adjunct professor at the College for Financial Planning, delivering online lectures, dedicating about 10-20% of his time. He also serves on the board of Spark the Change Colorado, a non-profit, spending a few hours per week in a volunteer position.

Employment History
Current Registrations
Centerpiece Wealth Advisor
February 2021 - Present · 5 yrs
Previous Registrations
Destiny Capital Corporation
May 2019 - February 2021 · 1 yr 9 mos
Destiny Capital Securities CorporationBroker
May 2019 - February 2021 · 1 yr 9 mos
Charles Schwab & CO., INC.Broker
September 2015 - June 2019 · 3 yrs 9 mos
Schwab Private Client Investment Advisory, INC.
September 2015 - June 2019 · 3 yrs 9 mos
Frontier Wealth Management, LLC
April 2015 - September 2015 · 5 mos
Comprehensive Personal Financial Advisors
February 2014 - March 2015 · 1 yr 1 mo
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.
Aaron Franklin Leatherwood - Financial Advisor | TrueAdvisor