Curt Stauffer
MCM Wealth · Lancaster, Pennsylvania
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.
Request an introduction to Curt →
Specialties
Who they serve
- Executives
- Founders
Facts
| Firm | MCM Wealth |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $170.8M across 392 accounts |
| SEC registration | Investment adviser representative in CA, PA · CRD 2615431 |
| Exams passed | Series 63 (1995) · Series 65 (2007) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.mcmwealth.com |
How Curt's firm compares
- MCM Wealth's average account is about $436,000, from its Form ADV (assets managed divided by 392 accounts).
Request an introduction to Curt
Tell Curt a little about what you're looking for. Curt isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Curt
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.
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
- MCM Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.