Patrick Hobert
Patrick Hobert is a registered investment advisor at Centaurus Financial, INC., based in Anaheim, CA, with 48 years of industry experience. Patrick 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
2300 E. Katella Avenue, Suite #200, Anaheim, CA, 92806
Get directionsHistory
Regulatory History (19)
Customer Dispute
July 2025Customer Dispute
June 2025Customer Dispute
April 2025Customer Dispute
July 2024Customer Dispute
June 2024Customer Dispute
December 2023Customer Dispute
September 2023Customer Dispute
June 2023Customer Dispute
June 2022Customer Dispute
May 2019Customer Dispute
February 2014Customer Dispute
May 2006Customer Dispute
August 2004Customer Dispute
January 1995Customer Dispute
October 1993Customer Dispute
May 1989Customer Dispute
February 1989Customer Dispute
March 1988Regulatory
October 1979Other Business Activities
Patrick uses Hobert Wealth Management as a DBA for branding purposes. This activity is non-investment related.
Employment History
Current Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Previous Registrations
Wedbush Morgan Securities INC.
Wedbush Morgan Securities INC.Broker
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
Fsc Securities CorporationBroker
Corporate Benefit Securities, INC.Broker
Prudential-Bache Securities INC.Broker
E. F. Hutton & Company INCBroker
Southmark Financial Services, INC.Broker
Cg Equity Sales CompanyBroker
American General Capital Planning, INC.Broker
Glicoa Associates, INC.Broker
Pla Securities CorporationBroker
Chubb Securities CorporationBroker
State Registrations6 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.