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Advisors / Virginia / Glen Allen
30yrs

Aaron Smith

Financial advisor at Centaurus Financial

Based in Glen Allen, Virginia, Aaron Smith is a fiduciary financial advisor with 30 years of industry experience. Aaron has been with Centaurus Financial since 2000. Centaurus Financial offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 329 advisors with offices in Glen Allen, and one of 307 fiduciaries.

Glen Allen, VA 23060Top 16% by experience nationwideFiduciary advisor

At a glance

Experience30 years (since 1996)
How that compares ?Top 16% by experience nationwide
Office3954 Springfield Road, Glen Allen, VA 23060
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$213,989
Advisors at the firm429
States licensed ?2 states

Services through Centaurus Financial

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsMarket timingEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2000 – now

Questions to ask Aaron

Tailored to Aaron’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Aaron

How do I contact Aaron?

Call Centaurus Financial at (714) 456-1790 and ask for Aaron Smith. Aaron works from the Glen Allen, VA office.

How long has Aaron been a financial advisor?

Aaron has been in the industry since 1996, about 30 years. Top 16% by experience nationwide.

What licenses does Aaron hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Aaron a fiduciary?

Aaron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Aaron paid?

Centaurus Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Aaron for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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