# Curtis Burch

> Curtis Burch is a fee-only financial advisor at Destiny Capital in College Station, Texas, who holds the CFP credential. Curtis charges a percentage of assets and a flat fee or retainer and focuses on retirement planning, small business owners and founders (pre-exit).

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

## Facts

- **Firm:** Destiny Capital
- **Based in:** College Station, Texas
- **Fee model:** Percentage of assets; Flat fee or retainer
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $382.2M across 825 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Small business owners, Founders (pre-exit), Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, Retirees, Founders, Multi-generational families
- **CRD:** 6906199 (https://adviserinfo.sec.gov/individual/summary/6906199)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.destinycapital.com

## Frequently asked questions

### Is Curtis Burch a fee-only financial advisor?

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

### How does Curtis charge for financial advice?

Curtis charges a percentage of assets and a flat fee or retainer.

### Where is Curtis Burch based?

Curtis Burch is based in College Station, Texas.

### What does Curtis specialize in?

Curtis's specialties include retirement planning, small business owners, founders (pre-exit), tax planning and estate & legacy planning. Curtis works with pre-retirees, retirees, founders and multi-generational families.

### What credentials does Curtis Burch hold?

Curtis Burch holds the CFP credential.

### Is Curtis Burch registered with the SEC?

Yes. Curtis Burch is registered as an investment adviser representative in TX (CRD 6906199), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Destiny Capital manage?

Destiny Capital reports $382.2M across 825 accounts in assets under management.

### How do I contact Curtis Burch?

Through Curtis's website, www.destinycapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6906199): 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://destinycapital.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.