Curtis Burch
Destiny Capital · College Station, Texas
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).
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Founders
- Multi-generational families
Facts
| Firm | Destiny Capital |
|---|---|
| Based in | College Station, Texas |
| Fee model | Percentage of assets · Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | $382.2M across 825 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6906199 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.destinycapital.com |
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Questions about Curtis
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.
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
- Destiny Capital 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.
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