ONCENTER FINANCIAL ADVISORS LLC

Overview

Oncenter Financial Advisors LLC is an independent registered investment advisor that serves individual and family clients with a mix of financial planning and portfolio management. The firm runs a fee schedule that includes percentage of assets under management, hourly charges and flat fees, and it tilts toward individualized account management—separately managed accounts (SMAs) feature prominently in its reported asset mix. Investment preferences favor publicly traded equities, and the adviser does not list itself as an active ESG investor. Advisory services include comprehensive financial planning, ongoing portfolio management for individuals and small businesses, and pension consulting. The firm operates with an owner-level, individual structure and appears focused on a relatively small, higher-net-worth client base where portfolios are managed on a discretionary basis for most clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices