CENTRIPLAN, LLC

Overview

Centriplan, LLC is a small, individual-owned RIA that combines financial planning and portfolio management for individuals and small businesses with insurance brokerage services. The firm charges fees based on a percentage of assets under management and also bills hourly for planning work. Investment activity shows a clear equity preference: exchange-traded equities are the largest asset class in client accounts, and the firm’s advisory mandate is currently non-discretionary across its reported assets. Centriplan does not characterize itself as an ESG investor and is not a multi-state adviser. Manager allocation is limited but includes external alternative managers where used. The firm’s business mix blends traditional advisory work—portfolio construction and ongoing wealth management—with insurance product distribution, and that dual role informs the product mix clients receive (equities, mutual funds, annuities and allocation to third‑party alternatives).

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Public Holdings

Investments & Alternatives

Location & Offices