Morgan Stanley
47yrs
Top advisor by experience in Peoria
33yrs
Steve Smith
Financial advisor at Centaurus Financial
Steve Smith has worked in the financial industry for 33 years and is a fiduciary financial advisor based in Peoria, Arizona. Steve joined Centaurus Financial in 2016, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 219 advisors with offices in Peoria, and one of 204 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 10% by experience in Arizona
OfficePeoria, AZ
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$213,989
Advisors at the firm429
States licensed ?1 state
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.
Career
- 2016 – nowCentaurus Financial, Inc.Current firm
Questions to ask Steve
Tailored to Steve’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Steve
How do I contact Steve?
Call Centaurus Financial at 714-456-1790 and ask for Steve Smith. Steve works from the Peoria, AZ office.
How long has Steve been a financial advisor?
Steve has been in the industry since 1993, about 33 years. Top 10% by experience in Arizona.
What licenses does Steve hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Steve a fiduciary?
Steve is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steve paid?
Centaurus Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Steve 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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