Overview
Assets Under Management: $164 million
High-Net-Worth Clients: 66
Average Client Assets: $2.4 million
Frequently Asked Questions
CURTIS FINANCIAL PLANNING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #136785), CURTIS FINANCIAL PLANNING is subject to fiduciary duty under federal law.
CURTIS FINANCIAL PLANNING serves 66 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, CURTIS FINANCIAL PLANNING offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
CURTIS FINANCIAL PLANNING manages $164 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, CURTIS FINANCIAL PLANNING serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.64%
Average Client Assets: $2.4 million
Total Client Accounts: 238
Discretionary Accounts: 238
Regulatory Filings
CRD Number: 136785
Filing ID: 2080908
Last Filing Date: 2026-03-30 13:41:53