A complete list of active advisors currently associated with Curtain Wealth Planning L.L.C.

Warmer can help you find a great advisor at Curtain Wealth Planning L.L.C. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Curtain Wealth Planning L.L.C., 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.