A complete list of active advisors currently associated with Curio Wealth, LLC

Warmer can help you find a great advisor at Curio Wealth, LLC or one who fits your needs even better.

Curio Wealth provides personalized financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and retirement plans. In addition to ongoing portfolio management and financial planning, the firm offers tax preparation and other accounting-related services and may provide ERISA/401(k) plan consulting and trustee-directed plan management. The firm typically implements diversified portfolios using no‑load mutual funds, ETFs, individual equities and fixed income and draws on strategies that include traditional equity allocations, long/short and market‑neutral funds, and global fixed income. Curio generally manages client accounts on a discretionary, percentage‑of‑AUM basis but also offers hourly planning, fixed retainers, and subscription billing (Advice Pay), and incorporates DFA mutual funds in client portfolios—funds that are available only through approved advisors. Curio operates from ten offices, an uncommon multi‑office footprint for a team of its size, and provides certain ancillary services (tax preparation, bill‑paying and trustee services) that can create custody considerations and related compliance requirements. The firm participates in institutional programs at Schwab and Fidelity, uses Tamarac for reporting that can aggregate externally held assets, and operates on a fee‑only basis without accepting commissions.

To learn more about the advisors currently working at Curio Wealth, 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.