A complete list of active advisors currently associated with Curtis Financial Planning

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

Curtis Financial Planning is a fee-only registered investment adviser serving individuals, families, and small-business owners, with an expressed specialty in the financial planning needs of women (including single women, women breadwinners, widowhood, divorce, inheritance, eldercare, and childcare). The firm provides comprehensive financial planning and investment management services that address cash flow, retirement, tax considerations, equity compensation, insurance, education funding, charitable goals, and related trust or estate matters. The firm operates as a solo fiduciary adviser and emphasizes a strategic asset allocation approach, constructing globally diversified portfolios using exchange-traded funds, index funds, and select no-load actively managed mutual funds, with periodic rebalancing rather than frequent trading. Client relationships are typically discretionary, assets are held at independent custodians, clients receive periodic reports and reviews, and the firm may recommend or engage third-party sub‑advisers for specialist management when appropriate. According to the brochure, the firm manages roughly $163.5 million for about 76 clients, a level of assets under management that is relatively large for a single-advisor independent practice. The brochure also indicates the firm offers educational seminars or workshops for clients and prospects—an uncommon service among similar independent solo advisers—and it adheres to a fee-only, NAPFA-aligned code of ethics while declining commissions and performance-based fees.

To learn more about the advisors currently working at Curtis 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.