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CFP

Cheryl Kitashima

Centaurus Financial, INC.
45 Years of Experience
Seattle, WA
5 DisclosuresBroker
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Cheryl Kitashima is a CFP-designated registered investment advisor at Centaurus Financial, INC., based in Seattle, WA, with 45 years of industry experience. Cheryl 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.

Centaurus Financial, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
441 advisors
Number of Clients
45,336 clients
Average Client Portfolio
$215K average
Assets Under Management
$9.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Seattle, WA

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2023
Settled
Customer Dispute
July 2015
Settled
Customer Dispute
January 2015
Settled
Customer Dispute
December 2014
Settled
Customer Dispute
October 2014
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Cheryl uses Kitashima Wealth Advisors LLC as a DBA for branding purposes related to her CFP and financial planning services since 2015. This activity is not investment-related.

Employment History
Current Registrations
Centaurus Financial, INC.
June 2005 - Present · 21 yrs 4 mos
Centaurus Financial, INC.Broker
June 2005 - Present · 21 yrs 4 mos
Previous Registrations
Kms Financial Services, INC
February 1998 - June 2005 · 7 yrs 4 mos
Kms Financial Services, INC.Broker
February 1998 - June 2005 · 7 yrs 4 mos
Pacific Harbor Securities, INC.Broker
March 1990 - February 1998 · 7 yrs 11 mos
Royal Alliance Associates, INC.Broker
November 1989 - March 1990 · 4 mos
Integrated Resources Equity CorporationBroker
October 1986 - November 1989 · 3 yrs 1 mo
Fsc Securities CorporationBroker
February 1985 - October 1986 · 1 yr 8 mos
Waddell & Reed, INC.Broker
April 1981 - March 1985 · 3 yrs 11 mos
State Registrations10 states
AKCACOMTNVORRIUTVAWA
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.
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