# Curtis Reed

> Curtis Reed is a fee-only financial advisor at Welspire in Upper Arlington, Ohio, who holds the CFP credential. Curtis focuses on retirement planning. Welspire reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/curtis-reed/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Welspire
- **Based in:** Upper Arlington, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $26.5M across 64 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2857586 (https://adviserinfo.sec.gov/individual/summary/2857586)
- **SEC registration:** Investment adviser representative in NE, OH
- **Exams passed:** Series 63 (2012), Series 65 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.welspire.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Curtis holds no broker registration, and Welspire 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, Welspire, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Curtis Reed based?

Curtis Reed is based in Upper Arlington, Ohio.

### What does Curtis specialize in?

Curtis's specialties include retirement planning. Curtis works with retirees and pre-retirees.

### What credentials does Curtis Reed hold?

Curtis Reed holds the CFP credential.

### Is Curtis Reed registered with the SEC?

Yes. Curtis Reed is registered as an investment adviser representative in NE and OH (CRD 2857586), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Welspire manage?

Welspire reports $26.5M across 64 accounts in assets under management.

### How do I contact Curtis Reed?

Through Curtis's website, www.welspire.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2857586): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.welspire.com/): specialties, clients served, and fees, checked October 30, 2026

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