Lorian Petry is a CFP-designated registered investment advisor at Centriplan, LLC, based in Newport Beach, CA, with 23 years of industry experience. Lorian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.85% |
| $500K - $1.0M | 0.65% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
1000 Quail Street, #225, Newport Beach, CA, 92660
Get directionsHistory
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
Lorian sells term life and long-term care insurance policies occasionally. Lorian is also a trustee on their family's trust.
Employment History
Current Registrations
Centriplan, LLC
Previous Registrations
Centriplan, LLC
LPL Financial LLC
Mutual Service Corporation
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.