Curtain Wealth Planning L.L.C.
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About
Curtain Wealth Planning L.L.C. provides financial planning services to individuals and high‑net‑worth clients through both ongoing comprehensive planning engagements and one‑time hourly planning work. The firm operates as a fee‑only planner and does not manage client assets or accept custody.
Its planning work covers cash flow and retirement projections, estate and charitable planning, real estate and employee‑benefit optimization, and can include technical analyses such as 72(t) calculations; clients receive a written or electronic financial plan and implementation is left to clients or their chosen custodians. When making investment recommendations as part of planning, the firm generally relies on passive investing principles and Modern Portfolio Theory rather than active security selection.
Notably, Curtain Wealth does not use percentage‑of‑assets‑under‑management fees and has moved away from offering investment management to focus on planning services. The firm serves a very small roster of clients (19) under a single‑planner structure and discloses limited succession arrangements in its business continuity plan, which may be relevant for clients weighing organizational continuity.
Client services
Expertise
Fee options
Comprehensive financial planning service has a fixed annual fee of $8,000.
Hourly financial planning fee at $375.00 per hour, with a billing cap of $500 advanced not more than 6 months.
Comprehensive financial planning fee is a fixed annual fee of $8,000, paid monthly or quarterly in arrears.
Account minimum: $2,000,000 (minimum for ongoing comprehensive financial planning services, waivable at the firm's discretion) Fee-only: Hourly financial planning fee at $375.00 per hour (not negotiable). Comprehensive financial planning fixed fee of $8,000 annually, paid monthly or quarterly in arrears (may be negotiable).
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.
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