Joseph Carpenter
Joseph Carpenter is a CFP-designated registered investment advisor at Centennial Wealth Advisory, LLC, based in Traverse City, MI, with 11 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Tax Planning. Their firm serves 1,354 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centennial Wealth Advisory (CWA) may direct clients to third-party investment advisors and will be compensated via a fee share from those advisors. The total fee, including CWA's share and the third party's fee, will be up to 1.45% of your portfolio. The third party's fee ranges from 0.35% to 0.45%. These fees are negotiable.
Location
701 Third Street, Traverse City, MI, 49684
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joe is a producer for fixed and indexed annuities under CWA Financial.
Employment History
Current Registrations
Centennial Wealth Advisory, LLC
Previous Registrations
Empower Advisory Group, LLC
Personal Capital Advisors Corporation
Hantz Financial Services, INC.
Hantz Financial Services, INC.Broker
State Registrations1 state
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.