Centennial Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year. The firm advises 1 private fund.
Centennial Advisors reports 468 clients. They include 409 individual clients, 47 high-net-worth individuals, and 10 pension and profit-sharing plans. Of its assets, 100.0% ($237M across 1,188 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $227M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 59% |
| High-net-worth individuals | 10% | 38% |
| Pension and profit-sharing plans | 2% | 2% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 409 | $141M | 59.3% | $344K |
| High-net-worth individuals | 47 | $90.8M | 38.2% | $1.93M |
| Pension and profit-sharing plans | 10 | $4.75M | 2.0% | $475K |
| Corporations and other businesses | 2 | $1.05M | 0.4% | $527K |
| Total | 468 | $237M | 100% | $507K |
- Clients
- 409
- Regulatory AUM
- $141M
- AUM share
- 59.3%
- Avg. per client
- $344K
- Clients
- 47
- Regulatory AUM
- $90.8M
- AUM share
- 38.2%
- Avg. per client
- $1.93M
- Clients
- 10
- Regulatory AUM
- $4.75M
- AUM share
- 2.0%
- Avg. per client
- $475K
- Clients
- 2
- Regulatory AUM
- $1.05M
- AUM share
- 0.4%
- Avg. per client
- $527K
Total
- Clients
- 468
- Regulatory AUM
- $237M
- AUM share
- 100%
- Avg. per client
- $507K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 251–500
Centennial Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial plans are a negotiated fixed fee of at least $1,500, or a monthly subscription on a twelve-month contract.
- Tax Preparation
- Standard income tax return preparation has a base fee of $329, which varies with complexity.
Reese Wealth Group, LLC owns 75% or more of Centennial Advisors and is in turn owned by Michael Reese (75% or more). The leadership team of Centennial Advisors includes Chief Operating Officer Sara Reese-Rossman and Chief Compliance Officer Kristin Prieur. It has 22 employees, 9 of them in advisory roles.
Staff
- 22 employees
- 9 in advisory functions
- 9 state-registered reps
- 9 insurance agents
- Owns 75% or more of Centennial Advisors, LLC
Reese Wealth Group, LLC
Control person · since January 2025
- Owns 75% or more of Reese Wealth Group, LLC
Michael Reese
Control person · since January 2025
Centennial Advisors’ regulatory assets grew 2.0× from $121M (March 2022) to $237M (March 2026); clients rose from 265 to 468 and employees from 14 to 22.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $237M | 468 | 22 | 4 |
| Jun 2025June 2025 | $170M | 410 | 16 | 4 |
| Jun 2024June 2024 | $119M | 345 | 16 | 3 |
| Mar 2023March 2023 | $106M | 312 | 14 | 3 |
| Mar 2022March 2022 | $121M | 265 | 14 | 3 |
Besides its headquarters, Centennial Advisors has 3 offices, with 4 listed addresses in 1 state.
Texas · 4 listed addresses
- 10815 Ranch Road 2222, BLDG 3c Suite 200, AustinHQ
- 1008 South Main Street, Georgetown
- 417 North Main, Salado
- 700 E. Sonterra BLVD., San Antonio
Contact and registration details
- Legal name
- Centennial Advisors, LLC
- Headquarters
- 10815 Ranch Road 2222, BLDG 3c Suite 200, Austin, TX 78730
- Website
- iwanttoretirewell.com
- Phone
- 512-265-5000
- @centennial-advisors
- SEC file
- 801-122886
- Structure
- Texas LLC
- Fiscal year end
- December
Centennial Advisors’ named custodians for separately managed accounts are Fidelity ($157M, 69%) and Charles Schwab ($70.9M, 31%). Centennial Advisors has custody of $103M for 528 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $157M69%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $70.9M31%
At year end, Centennial Advisors’ separately managed accounts were mostly in funds (54%) and stocks (38%). Its reported 13F holdings for the quarter ended 30 June 2026 total $83.8M across 76 positions; the largest are SPDR Series Trust (5.0%), SPDR Gold TR (4.1%) and Invesco Exch Traded FD TR II (4.1%).
What the accounts hold
- Stocks38%
- Funds54%
- Registered funds50%
- Pooled vehicles4%
- Cash7%
- Other1%
- Misc bonds1%
How many clients does Centennial Advisors have?
Centennial Advisors has 468 clients and manages $237 million for them, as of March 2026. They include 409 individual clients, 47 high-net-worth individuals, and 10 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Centennial Advisors offer?
Centennial Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Centennial Advisors use?
Centennial Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $157M and Charles Schwab & Co., Inc. (Westlake, TX), with $70.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Centennial Advisors have?
Centennial Advisors has 9 investment adviser representatives registered with state securities authorities, out of 22 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 9 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Centennial Advisors invest in?
At the end of its last fiscal year, Centennial Advisors’ separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 38% exchange-traded equities, 7% cash and equivalents, 4% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Misc Bonds. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Centennial Advisors?
Centennial Advisors is owned through a holding company by Michael Reese. Its direct owner is Reese Wealth Group, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Centennial Advisors get paid?
Centennial Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Centennial Advisors?
Centennial Advisors’ main office is at 10815 Ranch Road 2222, BLDG 3c Suite 200, Austin, TX 78730. Its phone number is 512-265-5000. Its website is iwanttoretirewell.com.
