Curtain Wealth Planning L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning services to individuals and high-net-worth individuals and maintains a small client roster. It operates as a fee-only planner offering hourly engagements and an ongoing comprehensive financial planning subscription, and it does not manage client assets or accept custody.
When investment recommendations are made as part of a plan, the firm favors passive investing and Modern Portfolio Theory, emphasizing diversified, low-turnover allocations implemented via client-selected custodians. Comprehensive planning clients receive ongoing access to a planner who monitors the plan and coordinates updates and follow-up throughout the year, while implementation of investment transactions is left to the client.
Compared with many independent peers, the firm does not use percentage-of-assets-under-management fees and reports no AUM because it no longer provides investment management. The firm is a solo practice with a very small client base, has recently shifted its services away from investment management to focus on planning, discloses it charges for meetings with outside professionals, and states it receives compensation only directly from clients.
Client services
Expertise
Fee options
Comprehensive financial planning annual fixed fee of $8,000, payable monthly or quarterly in arrears.
$375.00 per hour for financial planning; $350.00 per hour for early termination billing during comprehensive planning.
Fee-only: Financial planning charged on an hourly basis at $375/hour, and comprehensive financial planning charged as an annual fixed fee of $8,000, payable monthly or quarterly in arrears.
Main office
Austin TX
Advisors at this office
1
Most active in
Texas · Utah
Also doing business as
Curtain Wealth Management · Curtain Wealth Management L.L.C. · Curtain Wealth Management LLC · Curtain Wealth Planning L.L.C.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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