# Centerpoint Financial Management LLC

> Centerpoint Financial Management LLC is a state-registered investment advisory firm in Irvine, CA, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 20, 2026.

- CRD: 306065
- Filed as: CENTERPOINT FINANCIAL MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306065
- AdvisorCensus page: https://advisorcensus.com/firm/centerpoint-financial-management-llc-irvine-ca-306065

## Quick answers

**How is Centerpoint Financial Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Centerpoint Financial Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Centerpoint Financial Management LLC located?**
Centerpoint Financial Management LLC's principal office is in Irvine, CA, according to its Form ADV.

**Is Centerpoint Financial Management LLC registered with the SEC or a state?**
Centerpoint Financial Management LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 306065.

**How much does Centerpoint Financial Management LLC manage?**
Centerpoint Financial Management LLC reports $7,388,317 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (100% discretionary).

**Does Centerpoint Financial Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306065

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $7,388,317
- Discretionary: $7,388,317
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,746,276 |
| High net worth individuals | Fewer than 5 | $5,642,041 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2019 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- centerpointfm.com
- feeonlynetwork.com/financial-advisor/john-paul-geisbauer
- wealthtender.com/financial-advisors/jp-geisbauer-cfp-cpa
- Facebook @Centerpoint-Financial-Management-LLC-108171930805928
- LinkedIn @centerpoint-financial-management-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Centerpoint Financial Management LLC (CRD 306065): Form ADV filing data as of October 2026.