Curtis Lamb
Narus Financial Partners · Salt Lake City, Utah
Curtis Lamb is a fee-only financial advisor at Narus Financial Partners in Salt Lake City, Utah. Curtis focuses on divorce financial planning and retirement planning. Narus Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Divorced individuals
Facts
| Firm | Narus Financial Partners |
|---|---|
| Based in | Salt Lake City, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $559.0M across 574 accounts |
| SEC registration | Investment adviser representative in TX, UT · CRD 2774690 |
| Exams passed | Series 63 (1996) · Series 66 (2006) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.narusfinancial.com |
| Profile |
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Questions about Curtis
Is Curtis Lamb a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Curtis holds no broker registration, and Narus Financial Partners 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, Narus Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Curtis Lamb based?
Curtis Lamb is based in Salt Lake City, Utah.
What does Curtis specialize in?
Curtis's specialties include divorce financial planning and retirement planning. Curtis works with divorced individuals.
Is Curtis Lamb registered with the SEC?
Yes. Curtis Lamb is registered as an investment adviser representative in TX and UT (CRD 2774690), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Narus Financial Partners manage?
Narus Financial Partners reports $559.0M across 574 accounts in assets under management.
How do I contact Curtis Lamb?
Through Curtis's website, www.narusfinancial.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
- Narus Financial Partners 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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