A complete list of active advisors currently associated with Curated Capital & Planning LLC

Warmer can help you find a great advisor at Curated Capital & Planning LLC or one who fits your needs even better.

Curated Capital & Planning LLC is a state-registered independent advisory firm founded in 2021 and run by a single CFP®-certified principal. The firm offers comprehensive, ongoing, and project-based financial planning alongside discretionary investment management for individual and high-net-worth clients, generally aligning ongoing planning with managed accounts that meet its stated $300,000 threshold (which may be waived). The firm develops individualized investment policies and employs fundamental and cyclical analysis together with Modern Portfolio Theory to guide asset allocation and security selection, exercising limited discretionary authority to implement trades consistent with client-imposed restrictions. Clients receive written or electronic financial plans and periodic account reviews, and the firm typically recommends custodial services via Charles Schwab Advisor Services. A noteworthy feature is that the principal maintains an active insurance license and prior experience as an insurance agent while the brochure discloses the firm does not accept third‑party compensation and will not sell insurance products to clients, instead offering insurance consultation if needed. The firm’s relatively small scale (about $8.5 million in discretionary AUM across roughly 33 client relationships), its stated policy not to aggregate or block trades, and the combination of fixed-project, hourly, and ongoing planning options distinguish its operational profile from many independent solo advisers.

To learn more about the advisors currently working at Curated Capital & Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Anne Marie Webster	Lewisville, NC	16

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