A complete list of active advisors currently associated with Curious Crow Financial Planning

Warmer can help you find a great advisor at Curious Crow Financial Planning or one who fits your needs even better.

The firm provides fee-only financial planning to individuals, with an emphasis on high-net-worth clients, delivering comprehensive, ongoing, and project-based planning across areas such as cash flow and debt management, retirement and distribution strategies, tax and estate planning, insurance review, college savings, and business planning. Deliverables typically include a written financial plan and coordination with third-party professionals when implementation assistance is needed. Instead of exercising discretion or managing client assets, the firm offers investment recommendations grounded in Modern Portfolio Theory and a preference for passive, low-cost index funds and ETFs, with asset-allocation guidance that clients implement through their chosen custodians. The firm tailors advice to client risk tolerance and objectives, allows reasonable client-imposed restrictions on securities or sectors, and conducts periodic reviews as part of ongoing engagements. What is distinctive for this independent advisory is its focus on planning rather than portfolio management— it does not provide investment management, accept custody, or charge percentage-of-AUM fees, a combination that is uncommon among peers that typically offer AUM-based services. The firm operates on a fee-only, non-commission basis, maintains a relatively small client roster to support hands-on planning, does not vote client proxies or accept soft-dollar benefits, and routes client payments through a secure third-party processor.

To learn more about the advisors currently working at Curious Crow Financial Planning, 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
Ashley Rittershaus	Revere, MA	3

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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