David Webb
Curry Webb Wealth Management · Indianapolis, Indiana
David Webb is a fee-only financial advisor at Curry Webb Wealth Management in Indianapolis, Indiana, who holds the CFP credential. 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.
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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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 1643545 |
| Exams passed | Series 63 (1987) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.currywebb.com |
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Questions about David
Is David Webb 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 Webb based?
David Webb 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.
What credentials does David Webb hold?
David Webb holds the CFP credential.
Is David Webb registered with the SEC?
Yes. David Webb is registered as an investment adviser representative in IN (CRD 1643545), 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 Webb?
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.
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