Dedrick Curtis
Penny Earned Financial · San Antonio, Texas
Dedrick Curtis is a fee-only financial advisor at Penny Earned Financial in San Antonio, Texas, who holds the CFP, AFC and ChFC credentials. Dedrick charges an ongoing planning fee and a one-time planning fee (ongoing planning from $3,000 a year and one-time plans from $1,500) and focuses on small business owners.
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Specialties
Who they serve
- Physicians
- Mid-life transitions
Facts
| Firm | Penny Earned Financial |
|---|---|
| Based in | San Antonio, Texas |
| Fee model | Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $3,000 a year · One-time plans from $1,500 |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Credentials | CFP · AFC · ChFC |
| SEC registration | Investment adviser representative in TX, VA · CRD 7974594 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | pennyearnedfinancial.com |
| Profile |
How Dedrick's firm compares
- Ongoing planning starts at $3,000 a year, in line with the Texas median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $1,500, in line with the Texas median of $1,575 for fee-only firms that publish prices.
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Questions about Dedrick
Is Dedrick Curtis a fee-only financial advisor?
Yes. Dedrick Curtis is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dedrick's firm.
How does Dedrick charge for financial advice?
Dedrick charges an ongoing planning fee and a one-time planning fee.
How much does Dedrick charge?
According to Penny Earned Financial's website, checked October 28, 2026: ongoing planning from $3,000 a year; one-time plans from $1,500.
Does Dedrick work with clients virtually?
Yes. Penny Earned Financial says on its website that it works with clients remotely.
Where is Dedrick Curtis based?
Dedrick Curtis is based in San Antonio, Texas.
What does Dedrick specialize in?
Dedrick's specialties include small business owners. Dedrick works with physicians and mid-life transitions.
What credentials does Dedrick Curtis hold?
Dedrick Curtis holds the CFP, AFC and ChFC credentials.
Is Dedrick Curtis registered with the SEC?
Yes. Dedrick Curtis is registered as an investment adviser representative in TX and VA (CRD 7974594), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Dedrick Curtis?
Through Dedrick's website, pennyearnedfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Antonio
Other advisors in Texas who focus on small business owners
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Penny Earned Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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