Curtis Crossland
Suttle Crossland Wealth Advisors, LLC · Scottsdale, Arizona
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.
Request an introduction to Curtis →
Specialties
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 |
| Accepting new clients | Yes |
| Assets under management | $101.1M across 185 accounts |
| Credentials | CFP · CFA · MBA · EA |
| SEC registration | Investment adviser representative in AZ, CA, TX · CRD 5972939 |
| Exams passed | Series 63 (2011) · Series 65 (2012) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | suttlecrossland.com |
| Profile |
How Curtis's firm compares
- A one-time plan starts at $5,000, above the Arizona median of $1,650 for fee-only firms that publish prices.
- Suttle Crossland Wealth Advisors, LLC's average account is about $546,000, from its Form ADV (assets managed divided by 185 accounts).
Request an introduction to Curtis
Tell Curtis a little about what you're looking for. Curtis 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 Curtis
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Suttle Crossland Wealth Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.