Centerpoint Advisory Group, Llc

7450 WEST 130TH STREET, Overland Park, Kansas 66213

SEC CRD#324181
Last ADV filed: 01/02/2026
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee1.35%of assets under management
Account Minimum$400,000to open an account

Detailed Fee Schedule

fee for management of an account. Fees for management services do not exceed 1.35% per year based on the assets under management. Fees are generally negotiable. The final fees will be fully disclosed to Clients in the advisory agreement. Portfolio management fees are withdrawn directly from

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUMFixed fees

Compensation Transparency

  • Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.

Centerpoint Advisory Group, Llc — Fiduciary Advisor Profile | FiduciaryListings