Curtis Stowers
F5 Financial Planning · Naperville, Illinois
Curtis Stowers is a fee-only financial advisor at F5 Financial Planning in Naperville, Illinois. F5 Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | F5 Financial Planning |
|---|---|
| Based in | Naperville, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $168.7M across 592 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 6011385 |
| Exams passed | Series 65 (2011) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | wealthramp.com |
How Curtis's firm compares
- F5 Financial Planning's average account is about $285,000, from its Form ADV (assets managed divided by 592 accounts).
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Questions about Curtis
Is Curtis Stowers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Curtis holds no broker registration, and F5 Financial Planning 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, F5 Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Curtis Stowers based?
Curtis Stowers is based in Naperville, Illinois.
Is Curtis Stowers registered with the SEC?
Yes. Curtis Stowers is registered as an investment adviser representative in IL and TX (CRD 6011385), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does F5 Financial Planning manage?
F5 Financial Planning reports $168.7M across 592 accounts in assets under management.
How do I contact Curtis Stowers?
Through Curtis's website, wealthramp.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
- 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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