David Given
Curtis Advisory Group · Santa Barbara, California
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $573.7M across 548 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7735343 |
| Exams passed | Series 65 (2023) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.curtisadvisorygroup.com |
How David's firm compares
- Curtis Advisory Group's average account is about $1.0 million, from its Form ADV (assets managed divided by 548 accounts).
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Questions about David
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.
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
- Curtis Advisory Group 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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