Christopher Costello
Curtis Capital Advisors · Overland Park, Kansas
Christopher Costello is a fee-only financial advisor at Curtis Capital Advisors in Overland Park, Kansas, who holds the CFP credential. Curtis Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Curtis Capital Advisors |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $165.5M across 244 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, TX · CRD 2630844 |
| Exams passed | Series 63 (1995) · Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.curtisca.com |
| Profile |
How Christopher's firm compares
- Curtis Capital Advisors's average account is about $678,000, from its Form ADV (assets managed divided by 244 accounts).
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Questions about Christopher
Is Christopher Costello a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Curtis Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, Curtis Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Christopher Costello based?
Christopher Costello is based in Overland Park, Kansas.
What credentials does Christopher Costello hold?
Christopher Costello holds the CFP credential.
Is Christopher Costello registered with the SEC?
Yes. Christopher Costello is registered as an investment adviser representative in KS and TX (CRD 2630844), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Curtis Capital Advisors manage?
Curtis Capital Advisors reports $165.5M across 244 accounts in assets under management.
How do I contact Christopher Costello?
Through Christopher's website, www.curtisca.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Overland Park
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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