Curtis Harrison
Decisionpoint Financial · Mesa, Arizona
Curtis Harrison is a fee-only financial advisor at Decisionpoint Financial in Mesa, Arizona, who holds the CFP credential. Decisionpoint Financial reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Curtis →
Facts
| Firm | Decisionpoint Financial |
|---|---|
| Based in | Mesa, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.22B across 1,853 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, TX, WA · CRD 6308250 |
| Exams passed | Series 65 (2015) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.dp457b.com |
How Curtis's firm compares
- Decisionpoint Financial's average account is about $661,000, from its Form ADV (assets managed divided by 1,853 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 Harrison a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Curtis holds no broker registration, and Decisionpoint Financial 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's firm, Decisionpoint Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Curtis Harrison based?
Curtis Harrison is based in Mesa, Arizona.
What credentials does Curtis Harrison hold?
Curtis Harrison holds the CFP credential.
Is Curtis Harrison registered with the SEC?
Yes. Curtis Harrison is registered as an investment adviser representative in AZ, TX and WA (CRD 6308250), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Decisionpoint Financial manage?
Decisionpoint Financial reports $1.22B across 1,853 accounts in assets under management.
How do I contact Curtis Harrison?
Through Curtis's website, www.dp457b.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
- 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.