Centrus

What Centrus does

Centrus Financial Strategies, LLC is a privately held, SEC-registered investment advisory firm (RIA) headquartered in Florida, founded by Jude H. Wilson and operating since 2018 from offices in Orlando and Bradenton. The firm delivers holistic, tax-focused financial planning and investment management services to high-income individuals and families, with an explicit specialization in the "HENRY" (High Earner, Not Rich Yet) segment — households earning $250,000 to $500,000 annually that face elevated tax burdens relative to wealth accumulation. Its service portfolio spans financial planning, tax strategy, retirement planning (for pre-retirees, near-retirees, and the recently retired), income planning, investment management, insurance review (life, disability, long-term care), estate planning review, and college education planning.

The firm's core intellectual property is the proprietary "Centrus Wealth Compass" methodology, a structured process that integrates investment management, tax strategy, risk tolerance analysis, cash flow/debt management, and insurance needs analysis. There is no proprietary software, no APIs, and no disclosed AI/ML capability — the "platform" is the human advisory process. Distribution is relationship-led, supported by a multi-channel content engine anchored on the "Roth Guy" weekly podcast (hosted by Jude Wilson and distributed on YouTube, Spotify, Apple Podcasts, Amazon Music, iHeartRadio, and TuneIn), an active blog, social media presence, client appreciation events, and a network of referral partnerships with tax, estate, advanced planning, and securities firms (Rehmann, Buckingham Wealth Partners, Merrell Bailey, RB Advisory, J.W. Cole).

Revenue is generated through recurring advisory fees under SEC RIA agreements; pricing is not publicly disclosed and is determined per client. The firm has no disclosed funding rounds, no parent company, and no institutional investors, operating as a founder-led independent practice under Jude H. Wilson (Chief Wealth Strategist) and Vikki Weaver (Director of Financial Planning). Public scale signals are limited to "80+ years of combined experience" across the team and "hundreds of clients" served, with no headcount, AUM, or revenue figures disclosed.

Name

Centrus

Legal name

Centrus Financial Strategies, LLC

Website

https://centrusfs.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

Centrus Financial Strategies is a Florida-based, SEC-registered investment advisory firm founded by Jude H. Wilson that provides holistic, tax-focused financial planning and investment management to individuals and families, with dedicated specialization in the HENRY (High Earner, Not Rich Yet) segment earning $250K–$500K.

Ownership category

akta.pro rank

Product category

Wealth Management & Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Tax-Focused Wealth Management RIAs (FSAAACAD), Comprehensive Financial Planning (FSAEAAAA)

Keywords

• Financial advisory services
• Investment management
• Retirement planning
• Tax planning strategies
• Wealth management

Headquarters

HQ city

Flushing

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Investment Advisory Services: Registered Investment Advisor providing individualized investment advice and financial planning services. The firm charges advisory fees for managing client portfolios and providing comprehensive financial guidance. Investment advisory services are offered only after entering into an advisory agreement and obtaining client information.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Centrus Financial Strategies is an SEC-registered Investment Advisor (RIA) that delivers holistic, tax-savvy financial planning services to individuals and households. Through its proprietary Centrus Wealth Compass process, the firm provides investment management, tax strategy, retirement planning, income planning, insurance review, estate planning review, and college education planning, with particular specialization in serving HENRY (High Earner, Not Rich Yet) clients.

Product overview

Centrus Financial Strategies is a holistic, tax-savvy financial planning firm that offers a comprehensive suite of financial advisory services. The core offering is their proprietary Centrus Wealth Compass methodology, which integrates investment management, tax strategy, risk tolerance analysis, cash flow/debt management, and insurance needs analysis. They specialize in serving HENRYs (High Earners, Not Rich Yet) and offer specialized services including The Roth Guy podcast and tax-focused planning. Additional services include retirement planning, income planning, estate planning review, insurance review, and college education planning.

Differentiator

Problem solved

Functional benefit

Brands

• The Roth Guy: A podcast hosted by Jude Wilson focusing on Roth strategies, retirement planning, and tax-wise financial planning.
• Centrus Wealth Compass

Products and services

• Centrus Wealth Compass Proprietary holistic financial planning process that integrates investment management, tax strategy, risk tolerance analysis, cash flow and debt management, and insurance needs analysis (life, disability, long-term care) into a single individualized plan for each client.
• Financial Planning Comprehensive financial planning service addressing all facets of a client's financial situation, including investment management, tax strategy, and risk management, delivered through individualized advisor relationships.
• Tax Strategies Tax planning services focused on creative, legal solutions to minimize client tax liability, redirect tax dollars into growth, and protect money from the government; a specialty area of the firm.
• Investment Management Portfolio management and investment advisory services for wealth growth and preservation, provided as a Registered Investment Advisor.
• Retirement Planning Retirement planning services for clients at various stages, from 10+ years out to newly retired, including distribution planning and benefit optimization.
• Income Planning Strategies that align client assets with income goals to enable transition from required work into retirement.
• Insurance Review Review of insurance needs including life, disability, and long-term care coverage to safeguard client financial plans.
• Estate Planning Review Estate planning services including property and asset review and legacy planning, delivered in coordination with partner estate attorneys.
• College Education Planning Planning services that help clients fund higher education expenses for children or other family members.
• HENRY Advisory Services Specialized financial planning for HENRY (High Earner, Not Rich Yet) individuals with household income between $250,000 and $500,000, addressing excessive tax burden, family obligations, cashflow management, and retirement savings optimization.

Quantifiable outcome

• Over 80 years of combined experience serving clients
• +1 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Six partnerships are on record, tiered minor and core.

• J.W. ColeminorOthersJ.W. Cole is referenced as a securities partner. Note: Non-security products are not offered by J.W. Cole, indicating a relationship for securities-related services.
• RehmanncoreImplementation/ SI/ Consulting PartnerRehmann is a tax, accounting, and consulting firm. Kurt Alter serves as Tax Principal at Rehmann. The partnership provides clients with specialized tax professional services as part of comprehensive financial planning.
• Buckingham Wealth PartnerscoreStrategic or Co-development PartnerJeffrey Levine serves as Director of Advanced Planning at Buckingham Wealth Partners. The firms collaborate on advanced tax planning strategies and educational content around retirement planning and tax optimization.
• Merrell Bailey (Estate Attorney)coreImplementation/ SI/ Consulting PartnerMerrell Bailey is a seasoned estate attorney, CPA, and MBA with a practice in Winter Park, Florida. She specializes in estate planning and asset protection, providing essential services for comprehensive financial plans.
• RB Advisory (Regine Bonneau)minorImplementation/ SI/ Consulting PartnerRegine Bonneau is Founder and CEO of RB Advisory. Her company specializes in cybersecurity protection, risk management, and compliance services for clients.
• Contango Investments, Inc. (George Rosen and George St Pierre III)minorStrategic or Co-development PartnerGeorge Rosen and George St Pierre III of Contango Investments, Inc. specialize in business acquisitions and retirement strategies. They appear as podcast guests discussing buying or selling a business as part of retirement planning.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Halbert Hargrove: Long-standing, independent, fee-only RIA based in California that delivers comprehensive financial planning to high-net-worth individuals and families. Comparable in size, business model, and planning-led service offering to Centrus, with similarly no proprietary technology platform.
• Modera Wealth Management: Fee-only, planning-centric RIA serving households across the wealth spectrum. Modera is comparable to Centrus in offering holistic financial planning, retirement, and tax-aware investment advice, with a similar independent, mid-sized profile.
• Wealthspire Advisors: Independent, fiduciary RIA offering comprehensive financial planning, investment management, and tax services to individuals and families. Similar planning-led, fee-only model to Centrus, operating across multiple U.S. markets with comparable target clientele.
• Buckingham Wealth Partners: Comprehensive, planning-led RIA focused on tax-aware retirement and wealth strategies. Buckingham is both a peer and an active partner of Centrus (Jeffrey Levine appears as Director of Advanced Planning), and serves a similar HENRY/pre-retiree audience with comparable holistic-planning services.

Broad incumbents

• Mariner Wealth Advisors: Large national RIA platform offering comprehensive financial planning, tax, estate, and investment services. Comparable to Centrus in the planning-led value proposition, but with substantially greater scale, multi-state presence, and PE-backed infrastructure.
• Edelman Financial Engines: One of the largest independent RIAs in the U.S., offering comprehensive planning, investment management, and retirement advice to mass-affluent and HENRY households — overlapping heavily with Centrus's target demographic but with national scale, proprietary technology, and significant brand recognition.
• Carson Group: Large RIA platform providing holistic financial planning, investment, and tax services to households nationwide, with significant advisor recruiting and roll-up activity. Operates in the same comprehensive-planning space as Centrus but at much larger scale.
• Creative Planning: Large, independent RIA providing comprehensive wealth management, tax, and estate planning to high-net-worth households. Operates in the same holistic planning space as Centrus but at materially greater scale, with proprietary technology and a national footprint.

Emerging players

• Harness Wealth: Digital-first RIA platform providing tax-aware financial planning and investment management to high earners. Competes for the same HENRY/pre-retiree segment as Centrus, with a technology-driven delivery model that pressures traditional advisory fee structures.
• Facet Wealth: Tech-enabled, flat-fee RIA delivering comprehensive financial planning digitally, with explicit focus on HENRY and mass-affluent households — directly overlapping with Centrus's target segment and competing on convenience and price.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/centrusfs
• YouTubeyoutube.com/@WGFinancial
• Facebookfacebook.com/CentrusFinancialStrategies
• LinkedInlinkedin.com/company/-wilson-group-financial
• Instagraminstagram.com/centrusfinancial

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Centrus