Cheryl Kitashima
Cheryl Kitashima is a CFP-designated registered investment advisor at Centaurus Financial, INC., based in Seattle, WA, with 44 years of industry experience. Cheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
Seattle, WA
Get directionsHistory
Regulatory History (5)
Customer Dispute
November 2023Customer Dispute
July 2015Customer Dispute
January 2015Customer Dispute
December 2014Customer Dispute
October 2014Other 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.
Centaurus Financial, INC.Broker
Previous Registrations
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Pacific Harbor Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Fsc Securities CorporationBroker
Waddell & Reed, INC.Broker
State Registrations10 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.