Courtney Garcia
Payne Capital Management · New York, New York
Courtney Garcia is a fee-only financial advisor at Payne Capital Management in New York, New York, who holds the CFP credential. Payne Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Payne Capital Management |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.34B across 4,283 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 6685706 |
| Exams passed | Series 65 (2014) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | open.spotify.com/show/3x6g6tlzdzps7ympu1uv1z |
How Courtney's firm compares
- Payne Capital Management's average account is about $313,000, from its Form ADV (assets managed divided by 4,283 accounts).
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Questions about Courtney
Is Courtney Garcia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Courtney holds no broker registration, and Payne Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Courtney charge for financial advice?
Courtney's firm, Payne Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Courtney Garcia based?
Courtney Garcia is based in New York, New York.
What credentials does Courtney Garcia hold?
Courtney Garcia holds the CFP credential.
Is Courtney Garcia registered with the SEC?
Yes. Courtney Garcia is registered as an investment adviser representative in NY (CRD 6685706), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Payne Capital Management manage?
Payne Capital Management reports $1.34B across 4,283 accounts in assets under management.
How do I contact Courtney Garcia?
Through Courtney's website, open.spotify.com/show/3x6g6tlzdzps7ympu1uv1z.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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