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Centered Financial + Betterment

Simple portfolios centered on your goals 

Here's How it Works

You define your goals and get matched with a strategic, research-driven investment allocation customized by our investment team. 

Our Core Model Portfolios 

Automated Efficiency

Investor behavior is one of the biggest roadblocks to investment success.  We utilize Betterment to automate trading, rebalancing, and tax-coordination so that you have a system in place that works for you. 

Access to Professional Guidance 

Ongoing communication with financial planning professionals at Centered Financial.

No Minimums

Invest in Your Future Now

Your path to better investing

General Investing

Retirement

Saftey Net

Cash Reserves

Invested Assets
Betterment Fee
Firm Fee
Total
Service
$0 - $5,000
0.25%
No Fee
0.25%
Financial planning sessions at your request. (Flat fee per session)
$5,000 - $250,000
0.25%
0.75%
1.0%
Annual investment reviews. Financial planning sessions at your request. (Flat fee per session)
$250,001 - $500,000
0.25%
0.65%
0.90%
Annual investment reviews/complimentary comprehensive financial planning.
$500,001 +
0.25%
0.50%
0.75%
Custom service schedule/Complimentary comprehensive financial planning.

Still have questions?

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