# Curtis Crossland > Curtis Crossland is a fee-only financial advisor at Suttle Crossland Wealth Advisors, LLC in Scottsdale, Arizona, who holds the CFP, CFA and MBA credentials. Curtis charges a one-time planning fee and an ongoing planning fee (one-time plans from $5,000 and no asset minimum) and focuses on tax planning, retirement planning and equity compensation. Page: https://find.wellspent.co/advisors/curtis-crossland/ Built from public directory listings; last checked April 21, 2026. ## Facts - **Firm:** Suttle Crossland Wealth Advisors, LLC - **Based in:** Scottsdale, Arizona - **Fee model:** One-time planning fee; Ongoing planning fee - **Fees (firm's website):** one-time plans from $5,000; no asset minimum - **Works virtually:** Yes (firm's website) - **Accepting new clients:** Yes (firm's website) - **Assets under management (firm):** $101.1M across 185 accounts - **Credentials:** CFP, CFA, MBA, EA - **Specialties:** Tax planning, Retirement planning, Equity compensation, Small business owners - **CRD:** 5972939 (https://adviserinfo.sec.gov/individual/summary/5972939) - **SEC registration:** Investment adviser representative in AZ, CA, TX - **Exams passed:** Series 63 (2011), Series 65 (2012) - **Firm size:** 2 employees - **Disclosures:** None reported - **Website:** https://suttlecrossland.com ## Frequently asked questions ### Is Curtis Crossland a fee-only financial advisor? Yes. Curtis Crossland is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Curtis's firm. ### How does Curtis charge for financial advice? Curtis charges a one-time planning fee and an ongoing planning fee. ### How much does Curtis charge? According to Suttle Crossland Wealth Advisors, LLC's website, checked October 28, 2026: one-time plans from $5,000; no asset minimum. ### Does Curtis work with clients virtually? Yes. Suttle Crossland Wealth Advisors, LLC says on its website that it works with clients remotely. ### Where is Curtis Crossland based? Curtis Crossland is based in Scottsdale, Arizona. ### What does Curtis specialize in? Curtis's specialties include tax planning, retirement planning, equity compensation and small business owners. ### What credentials does Curtis Crossland hold? Curtis Crossland holds the CFP, CFA, MBA and EA credentials. ### Is Curtis Crossland registered with the SEC? Yes. Curtis Crossland is registered as an investment adviser representative in AZ, CA and TX (CRD 5972939), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. ### How much does Suttle Crossland Wealth Advisors, LLC manage? Suttle Crossland Wealth Advisors, LLC reports $101.1M across 185 accounts in assets under management. ### How do I contact Curtis Crossland? Through Curtis's website, suttlecrossland.com. ## Sources - XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/curtis-crossland-10871): XYPN members are fee-only - SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026 - The firm's website (https://www.suttlecrossland.com/): specialties, clients served, and fees, checked October 28, 2026 --- Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.