Curtis Pope
Pope Wealth Planning · New York, New York
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.
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Specialties
Who they serve
- Executives
- Retirees
- High earners
- Multi-generational families
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 | $45.7M across 95 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 5367975 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | financialadvisor.nyc |
| Profile |
How Curtis's firm compares
- Ongoing planning starts at $6,000 a year, above the New York median of $3,600 for fee-only firms that publish prices.
- A one-time plan starts at $4,000, above the New York median of $2,500 for fee-only firms that publish prices.
- Pope Wealth Planning's average account is about $481,000, from its Form ADV (assets managed divided by 95 accounts).
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Questions about Curtis
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.
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
- Pope Wealth Planning 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.
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