# Curt Stauffer

> Curt Stauffer is a fee-only financial advisor at MCM Wealth in Lancaster, Pennsylvania. Curt focuses on tax planning. MCM Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/curt-stauffer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** MCM Wealth
- **Based in:** Lancaster, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $170.8M across 392 accounts
- **Specialties:** Tax planning
- **Works with:** Executives, Founders
- **CRD:** 2615431 (https://adviserinfo.sec.gov/individual/summary/2615431)
- **SEC registration:** Investment adviser representative in CA, PA
- **Exams passed:** Series 63 (1995), Series 65 (2007)
- **Firm size:** 7 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.mcmwealth.com

## Frequently asked questions

### Is Curt Stauffer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Curt holds no broker registration, and MCM Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Curt charge for financial advice?

Curt's firm, MCM Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Curt Stauffer based?

Curt Stauffer is based in Lancaster, Pennsylvania.

### What does Curt specialize in?

Curt's specialties include tax planning. Curt works with executives and founders.

### Is Curt Stauffer registered with the SEC?

Yes. Curt Stauffer is registered as an investment adviser representative in CA and PA (CRD 2615431), 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 MCM Wealth manage?

MCM Wealth reports $170.8M across 392 accounts in assets under management.

### How do I contact Curt Stauffer?

Through Curt's website, www.mcmwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2615431): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.mcmwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.