Curtis Financial Planning

Overview

Curtis Financial Planning is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm serves individual and family clients and also provides portfolio management for small businesses. Its core services are financial planning, discretionary portfolio management, selection of outside advisers, and educational seminars and workshops. Fee arrangements combine a percentage of assets under management with fixed-fee engagements. Curtis acts as a capital allocator, sourcing third‑party managers for areas outside its internal capability. The firm is not positioned as an active ESG investor and does not act as a pension consultant or a related adviser. Its practice model leans toward outsourced manager relationships and pooled public fund exposure rather than an in‑house proprietary product lineup.

Assets & Accounts

Investments & Alternatives

Location & Offices