City Center Advisors Review


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City Center Advisors, registered in 2015, serves 27 state(s) with a licensed staff of 9 advisors. City Center Advisors manages $118.2 million and provides investment advisory services for 903 clients (1:101 advisor/client ratio).

Firm Information

Summary Firm
Overall Rating
Minimum Investment $25,000
Average Client Balance $130,937
Total AUM $118.2 million
Fee Range We offer fee for planning, at $250 per hour. For clients who would like that fee waived, investment management fees may cover planning costs. Fees range from 0.50% to 1.2% dependent upon investment strategies implemented.
Advisor / Client Ratio 1:101
Languages Offered English
Specialities Retirement Planning, Retirees, Tax Planning, Investment Planning and Management
Website Visit Site
Phone Number 888-267-1321
Headquarters East Lansing, MI
Locations See locations
Facebook Visit Profile
LinkedIn Visit Profile
SEC Filings View SEC IAPD CRD #203513

Investment Philosophy

City Center Advisors is a Retirement Planning Firm. Our clientele and specialization are in the realm of retirement planning and the specific needs that retirees have. Our proprietary planning process, proprietary software solution (Retirement DefenderTM), and focus on retirement research gives our client’s the retirement-ready portfolios that help them retire with confidence.

Disciplinary Questions

After checking the disciplinary records of City Center Advisors, our system found no disciplinary questions to ask. Checks take place monthly.

Conflict Questions

After checking the regulatory records of City Center Advisors, our system has identified the following question(s) to ask. Learn more.

Does City Center Advisors accept soft-dollar benefits? How do these benefits affect the firm’s selection of a broker-dealer partner?

City Center Advisors receives soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best trade execution for their clients.

Which securities does City Center Advisors trade for itself that it will also be recommending to me?

City Center Advisors has marked in their disclosures that they trade recommended securities. While this often can be seen as "eating your own cooking," there are several inherent conflicts that can arise. For example, front running is when a financial professional buys or sell securities ahead of their client. In short, any financial professional should disclose all positions they hold (or have sold short) that they will also be recommending to you.

Our system found no other conflict questions to ask. Checks take place monthly.

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Disciplinary History

An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans.

As identified in SEC Form ADV Part 1, Item 11 “Disclosure Information”, the Trust Algorithm identified the following disciplinary disclosures for City Center Advisors:


Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response. To learn more, explore our series of articles about what financial advisors do and what it may cost to work with one, as well as what their titles mean and how to make a smart choice.

Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown and reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation").

View Fee Disclosures


Other Firms

This automated report was generated using SEC and FINRA data and was last updated on September 16th, 2022*. For data support, email "". Views: 336 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

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Firm’s/Financial Professional’s profile pages may contain certain limited information directly provided to by the Firm/Financial Professional including, by way of example only, the “Personal Bio,” “Certifications,” and/or “Investment Philosophy” portions of the profile page. With respect to such information, cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within’s Trust Score algorithm or review process.