CURTIS FINANCIAL PLANNING, LLC
Doing business as CURTIS FINANCIAL PLANNING. SEC Form ADV profile.
Total regulatory AUM
$163,500,000
Discretionary
$163,500,000
Non-discretionary
$0
Firm details
- CRD number
- 136785
- SEC file number
- 801-132154
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.