# Curtis Pope

> Curtis Pope is a fee-only financial advisor at Pope Wealth Planning in New York, New York, who holds the CFP credential. Curtis charges a one-time planning fee, an ongoing planning fee, a flat fee or retainer and a percentage of assets (ongoing planning from $6,000 a year and one-time plans from $4,000) and focuses on equity compensation, student loans and retirement planning.

Page: https://find.wellspent.co/advisors/curtis-pope/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Pope Wealth Planning
- **Based in:** New York, New York
- **Fee model:** One-time planning fee; Ongoing planning fee; Flat fee or retainer; Percentage of assets
- **Fees (firm's website):** ongoing planning from $6,000 a year; one-time plans from $4,000
- **Assets under management (firm):** $45.7M across 95 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Student loans, Retirement planning, Family wealth transfer, Small business owners
- **Works with:** Executives, Retirees, High earners, Multi-generational families
- **CRD:** 5367975 (https://adviserinfo.sec.gov/individual/summary/5367975)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 66 (2014)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://financialadvisor.nyc

## Frequently asked questions

### Is Curtis Pope a fee-only financial advisor?

Yes. Curtis Pope 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, an ongoing planning fee, a flat fee or retainer and a percentage of assets.

### How much does Curtis charge?

According to Pope Wealth Planning's website, checked October 28, 2026: ongoing planning from $6,000 a year; one-time plans from $4,000.

### Where is Curtis Pope based?

Curtis Pope is based in New York, New York.

### What does Curtis specialize in?

Curtis's specialties include equity compensation, student loans, retirement planning, family wealth transfer and small business owners. Curtis works with executives, retirees, high earners and multi-generational families.

### What credentials does Curtis Pope hold?

Curtis Pope holds the CFP credential.

### Is Curtis Pope registered with the SEC?

Yes. Curtis Pope is registered as an investment adviser representative in NY (CRD 5367975), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How much does Pope Wealth Planning manage?

Pope Wealth Planning reports $45.7M across 95 accounts in assets under management.

### How do I contact Curtis Pope?

Through Curtis's website, financialadvisor.nyc.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/curtis-pope-10020): 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.financialadvisor.nyc/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.