David Stitt
Curry Webb Wealth Management · Indianapolis, Indiana
David Stitt is a fee-only financial advisor at Curry Webb Wealth Management in Indianapolis, Indiana. David charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on tax planning, estate & legacy planning and retirement planning.
Request an introduction to David →
Specialties
Who they serve
- Executives
- Ultra high net worth
Facts
| Firm | Curry Webb Wealth Management |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $332.4M across 836 accounts |
| SEC registration | Investment adviser representative in IN · CRD 2204447 |
| Exams passed | Series 63 (1992) · Series 65 (1997) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.currywebb.com |
| Profile |
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
Is David Stitt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Curry Webb Wealth Management 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 charges a percentage of assets.
How much does David charge?
According to Curry Webb Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is David Stitt based?
David Stitt is based in Indianapolis, Indiana.
What does David specialize in?
David's specialties include tax planning, estate & legacy planning, retirement planning and small business owners. David works with executives and ultra high net worth.
Is David Stitt registered with the SEC?
Yes. David Stitt is registered as an investment adviser representative in IN (CRD 2204447), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Curry Webb Wealth Management manage?
Curry Webb Wealth Management reports $332.4M across 836 accounts in assets under management.
How do I contact David Stitt?
Through David's website, www.currywebb.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
- Curry Webb Wealth Management 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.
See something wrong? Request a correction. Read our methodology.