Anne Marie Webster
Curated Capital & Planning LLC · Lewisville, North Carolina
Anne Marie Webster is a fee-only financial advisor at Curated Capital & Planning LLC in Lewisville, North Carolina, who holds the CFP credential. Anne Marie charges a percentage of assets, hourly fees and a one-time planning fee (one-time plans from $2,500 and $175 an hour) and focuses on divorce financial planning.
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Specialties
Who they serve
- Pre-retirees
- Mid-life transitions
Facts
| Firm | Curated Capital & Planning LLC |
|---|---|
| Based in | Lewisville, North Carolina |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $2,500 · $175 an hour |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $8.5M across 58 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 5681694 |
| Exams passed | Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | curatedcp.com |
| Profile |
How Anne Marie's firm compares
- A one-time plan starts at $2,500, above the North Carolina median of $1,950 for fee-only firms that publish prices.
- The hourly rate is $175, below the North Carolina median of $250 for fee-only firms that publish prices.
- Curated Capital & Planning LLC's average account is about $146,000, from its Form ADV (assets managed divided by 58 accounts).
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Questions about Anne Marie
Is Anne Marie Webster a fee-only financial advisor?
Yes. Anne Marie Webster is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Anne Marie's firm.
How does Anne Marie charge for financial advice?
Anne Marie charges a percentage of assets, hourly fees and a one-time planning fee.
How much does Anne Marie charge?
According to Curated Capital & Planning LLC's website, checked October 28, 2026: one-time plans from $2,500; $175 an hour.
Does Anne Marie work with clients virtually?
Yes. Curated Capital & Planning LLC says on its website that it works with clients remotely.
Where is Anne Marie Webster based?
Anne Marie Webster is based in Lewisville, North Carolina.
What does Anne Marie specialize in?
Anne Marie's specialties include divorce financial planning. Anne Marie works with pre-retirees and mid-life transitions.
What credentials does Anne Marie Webster hold?
Anne Marie Webster holds the CFP credential.
Is Anne Marie Webster registered with the SEC?
Yes. Anne Marie Webster is registered as an investment adviser representative in NC (CRD 5681694), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Curated Capital & Planning LLC manage?
Curated Capital & Planning LLC reports $8.5M across 58 accounts in assets under management.
How do I contact Anne Marie Webster?
Through Anne Marie's website, curatedcp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Curated Capital & Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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