# David Given

> David Given is a fee-only financial advisor at Curtis Advisory Group in Santa Barbara, California. David focuses on retirement planning and small business owners. Curtis Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Curtis Advisory Group
- **Based in:** Santa Barbara, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $573.7M across 548 accounts
- **Specialties:** Retirement planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7735343 (https://adviserinfo.sec.gov/individual/summary/7735343)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2023)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.curtisadvisorygroup.com

## Frequently asked questions

### Is David Given a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Curtis Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Curtis Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Given based?

David Given is based in Santa Barbara, California.

### What does David specialize in?

David's specialties include retirement planning and small business owners. David works with retirees and pre-retirees.

### Is David Given registered with the SEC?

Yes. David Given is registered as an investment adviser representative in CA (CRD 7735343), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Curtis Advisory Group manage?

Curtis Advisory Group reports $573.7M across 548 accounts in assets under management.

### How do I contact David Given?

Through David's website, www.curtisadvisorygroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7735343): 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.curtisadvisorygroup.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.