Curtis Reed
Welspire · Upper Arlington, Ohio
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Welspire |
|---|---|
| Based in | Upper Arlington, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $26.5M across 64 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NE, OH · CRD 2857586 |
| Exams passed | Series 63 (2012) · Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.welspire.com |
| Profile |
How Curtis's firm compares
- Welspire's average account is about $414,000, from its Form ADV (assets managed divided by 64 accounts).
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Questions about Curtis
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.
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
- Welspire 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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