Vetted Advisor's Table

James Peters, ChFC®
Centaurus Financial

Tel: 949-631-3840
18662 Macarthur Blvd
Suite 200
Irvine, CA 92612
Centaurus Financial | Financial Advisor in Irvine ,CA

About Centaurus Financial

We help our clients accomplish their financial goals.

We customize our clients investments and financial plans to to help them meet their individual needs.

The real benefit of using our firm is that our
clients feel their financial dreams will be accomplished and that we are there to provide service as their needs change.

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General Information

Firm Start Year:   1992
No. of Employees:   2-4
Insurance License#:   0B05626
Name of Broker/Dealer:   Centaurus Financial, Inc.
Name of Custodial Firm:   Pershing
States Licensed in:   CA, ID, GA, AZ, WA
Number of Years with Current Firm:   1
Work Experience:   Have been a wealth management advisor since collge. My Dad and brother are slso financial advisors.
Work with the following types of clients:   Businesses, Individual Investors, Non-Profit Organizations


Investment Types:   Insurance, Annuities, Stocks, Bonds, FOREX & Currency, Mutual Funds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Our Office, Email, Your Office, Phone

Qualifications & Memberships

Insurance and Annuity Licenses:   Health, HMO, Variable Annuity, Annuity, Accident, Long Term Care, Variable Life, Disability
Financial Organization Memberships:   Million Dollar Roundtable, Society of Financial Services Professionals, National Association of Insurance and Financial Advisors (NAIFA)

Firm Information

Advisor's Number of Clients:   200
Advisor's Number of Managed Clients:   50
Advisor's Number of Planning Clients:   100
Assets Managed by Advisor:   20,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   25,000
Compensation Methods:   Based on Assets, Hourly, Flat Fee
Fee % Based on Assets:   1
Hourly Rate:   100
Flat Fee Rate:   1200
Minimum Fee Charged for Managed Accounts:   1
Minimum Fee Charged for Hourly Planning Accounts:   100
Minimum Fee Charged for Flat Fee Accounts:   1200


Do you have a customer satisfaction or refund policy?


Why should I choose you as my financial advisor?

CLU and ChFC

What are your qualifications? What is your education background?

Holistic. We start with what the client wants to accomplish in order of priority.

How do you charge for your services?

Depends upon what the clients needs. Fee-based plans we either charge hourly or flat fee. For investments percentage of assets or commissions. We let the client decide.

How are you compensated? How will I pay for your services?

Either fee or commission. We discuss both options with our clients.



WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures



Registered Investment Advisor:


Registered Representative:


Investment Advisor Representative:


Compliance Disclosures in Last 5 years:

Have a clean record

Criminal Disclosures in Last 5 years:

Have a clean record

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Communities Served

All States

Compensation Arrangements