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C. Scott Ellis CFP®

Specializing in the conservative investor, asset protection and the stability of principle

Centauri Advisory Group, Inc.
COO

Irwin

PA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Qualifications

Experience

No timeline events available.
Employer Years Dates
Centauri Advisory Group, Inc. 8 years, 3 months Jan 2012 - Present
Trustmont Advisory Group, Inc. 3 years, 11 months Jan 2008 - Dec 2011
Trustmont Financial Group, Inc. 4 years, 11 months Jan 2007 - Dec 2011
Efgroup, LLC 17 years, 7 months Sep 2002 - Present

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Dec 2, 2016
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Dec 2, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Centauri Advisory Group, Inc.

Last updated on Feb. 28, 2020
    • $34.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 320
      Accounts
    • $108.4K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements