Centerpiece Wealth Advisors
Centerpiece Wealth Advisors is an independent, fee-only fiduciary RIA in Greenwood Village, Colorado, providing integrated financial planning, investment management, tax preparation, and estate planning for high-net-worth households with $1M or more in investable assets across the Denver metro area and Colorado.
- Company typePrivate
- Founded2018
- HeadquartersGreenwood Village, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Centerpiece Wealth Advisors does
Centerpiece Wealth Advisors is an independent, fee-only fiduciary Registered Investment Adviser founded in 2018 by Jason Baer (CFP, CWS) and now co-led with Aaron Leatherwood (CPA, CFP, CWS, PFS). The firm is headquartered in Greenwood Village, Colorado, in the Denver Tech Center, and serves high-net-worth individuals and families with $1,000,000 or more in investable assets, primarily across the Denver metro area and the broader state of Colorado. Prior to founding the firm, the two partners collectively managed approximately $1.25 billion in assets and serviced more than 400 households at Charles Schwab Private Client.
The firm's offering is an integrated wealth management service that combines four core pillars: financial planning (cash flow projections, Monte Carlo simulations, scenario analysis), investment management (strategic asset allocation, tax-efficient investing, rebalancing), CPA-led tax planning and preparation (bracket management, Roth conversion modeling, tax-loss harvesting, and in-house returns for clients with $2M+ AUM), and estate planning coordination (wills, trusts, beneficiary alignment). The technology stack is built entirely on third-party providers: Fidelity as independent custodian with client-facing account access, eMoney for interactive financial planning, Smart Vault for document management, and Levitate for email marketing. Content distribution is supported by a blog, a monthly newsletter, and a YouTube video library.
Revenue is generated through a tiered AUM-based fee schedule billed quarterly in arrears: 1.20% on assets up to $1M, declining in seven steps to 0.60% above $6M. The firm operates on a subscription-style recurring revenue model with no commissions or product sales, and absorbs trading costs and accesses institutional share classes to reduce internal fund expenses for clients. The firm is privately held by its two partners, has no parent company or external institutional backing, and operates with a sub-10-person team.
Centerpiece Wealth Advisors firmographics
Firmographics- Name
- Centerpiece Wealth Advisors
- Legal name
- Centerpiece Wealth Advisors
- Website
- https://centerpiecewealthadvisors.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Centerpiece Wealth Advisors is an independent, fee-only fiduciary RIA in Greenwood Village, Colorado, providing integrated financial planning, investment management, tax preparation, and estate planning for high-net-worth households with $1M or more in investable assets across the Denver metro area and Colorado.
- Ownership category
- akta.pro rank
Centerpiece Wealth Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industry
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
Keywords
Where Centerpiece Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Greenwood Village
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Centerpiece Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
Revenue model
- Assets Under Management (AUM) Fees: Fee-only, fiduciary advisory fee calculated on investment assets managed. Billed quarterly, in arrears, with fees withdrawn directly from managed assets. Tiered fee structure where rates decrease as assets under management increase, aligning advisor and client interests.
- Tax Preparation Services: For qualified wealth-management clients with over $2,000,000 of assets under management, they prepare and file individual federal and state income tax returns. Included as part of comprehensive service at no additional charge per client testimonials.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Quarterly | Tier 1: $0 - $1,000,000 | 1.20% annual fee |
| Subscription | Quarterly | Tier 2: $1,000,001 - $2,000,000 | 1.10% annual fee |
| Subscription | Quarterly | Tier 3: $2,000,001 - $3,000,000 | 1.00% annual fee |
| Subscription | Quarterly | Tier 4: $3,000,001 - $4,000,000 | 0.90% annual fee |
| Subscription | Quarterly | Tier 5: $4,000,001 - $5,000,000 | 0.80% annual fee |
| Subscription | Quarterly | Tier 6: $5,000,001 - $6,000,000 | 0.70% annual fee |
| Subscription | Quarterly | Tier 7: $6,000,001 and above | 0.60% annual fee |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
Centerpiece Wealth Advisors product offering
Product offeringCore offering
Centerpiece Wealth Advisors is a fee-only, fiduciary registered investment adviser providing integrated wealth management for high-net-worth individuals and families with $1,000,000 or more in investable assets. The firm combines financial planning, investment management, CPA-led tax planning and preparation, and estate planning coordination under a single advisory relationship, with tiered AUM-based fees and independent custody through Fidelity.
Product overview
Centerpiece Wealth Advisors offers an integrated wealth management service for high-net-worth clients with $1M+ in investable assets. The core offering is a unified advisory service that combines Financial Planning, Investment Management, Tax Planning & Preparation, and Estate Planning into a coordinated approach. The company operates on a fee-only, fiduciary basis with no commissions or product sales.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning
- Investment Management Portfolio management service that aligns investments with the client's financial plan, cash flow needs, taxes, and risk tolerance. Includes strategic asset allocation, tax-efficient investing, disciplined rebalancing, and proactive oversight. Custody held independently at Fidelity.
- Tax Planning & Preparation CPA-led tax planning and preparation service integrating tax decisions with financial plans. Includes bracket management, Roth conversion strategy, qualified charitable distributions, tax loss harvesting, and individual federal and state tax return preparation for qualifying clients with $2,000,000 or more in assets under management.
- Estate Planning Estate planning coordination service that aligns documents, titling, and beneficiaries with client wishes. Includes review of wills, trusts, powers of attorney, beneficiary designations, and coordination with estate attorneys.
- Wealth Management Service Integrated wealth management service combining financial planning, investment management, tax planning, and estate coordination for high-net-worth individuals and families with $1,000,000 or more in investable assets. Delivered on a fee-only fiduciary basis with tiered AUM fees billed quarterly in arrears.
Quantifiable outcome
- Client portfolio growth of 10%+ since inception for conservative management
- +1 more outcomes
Companies that use Centerpiece Wealth Advisors
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
Centerpiece Wealth Advisors technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature3 records
Centerpiece Wealth Advisors partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and supporting.
- Fidelity InvestmentscoreFidelity serves as the independent third-party custodian for client assets. Clients maintain full 24/7 visibility into their accounts through Fidelity's platform. The firm manages strategy while custody remains in clients' names with Fidelity, providing transparency and protection.
- eMoneycoreeMoney is used as the financial planning software platform for client planning, including interactive planning tools and scenario modeling.
- Smart VaultsupportingSmart Vault provides secure document storage and management for client documents and planning materials.
- LevitatesupportingEmail marketing platform used to manage newsletter subscriptions and content distribution.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Centerpiece Wealth Advisors competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Centerpiece Wealth Advisors social profiles
Digital presenceCenterpiece Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Centerpiece Wealth Advisors leadership team
Management profileNumber of profiles
Profiles2 records
Centerpiece Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Centerpiece Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Centerpiece Wealth Advisors
What does Centerpiece Wealth Advisors do?
Centerpiece Wealth Advisors is a fee-only, fiduciary registered investment adviser providing integrated wealth management for high-net-worth individuals and families with $1,000,000 or more in investable assets. The firm combines financial planning, investment management, CPA-led tax planning and preparation, and estate planning coordination under a single advisory relationship, with tiered AUM-based fees and independent custody through Fidelity.
Is Centerpiece Wealth Advisors a public or private company?
Centerpiece Wealth Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Centerpiece Wealth Advisors founded?
Centerpiece Wealth Advisors was founded in 2018. It employs 1 to 10 people.
Where is Centerpiece Wealth Advisors based?
Centerpiece Wealth Advisors is headquartered in Greenwood Village, United States, in the North America region.
How does Centerpiece Wealth Advisors make money?
Two revenue lines are on record. Assets Under Management (AUM) Fees are the primary driver. The others are tax Preparation Services.
Does Centerpiece Wealth Advisors have an API?
No public API is recorded for Centerpiece Wealth Advisors.
What industry is Centerpiece Wealth Advisors in?
Centerpiece Wealth Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.