# Elizabeth Gillette

> Elizabeth Gillette is a fee-only financial advisor at Curio Wealth in Edgewater, Maryland, who holds the CFP credential. Curio Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/elizabeth-gillette/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Curio Wealth
- **Based in:** Edgewater, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $460.7M across 356 accounts
- **Credentials:** CFP
- **CRD:** 6454143 (https://adviserinfo.sec.gov/individual/summary/6454143)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 65 (2015)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://curiowealth.com/

## Frequently asked questions

### Is Elizabeth Gillette a fee-only financial advisor?

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

### How does Elizabeth charge for financial advice?

Elizabeth's firm, Curio Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Elizabeth Gillette based?

Elizabeth Gillette is based in Edgewater, Maryland.

### What credentials does Elizabeth Gillette hold?

Elizabeth Gillette holds the CFP credential.

### Is Elizabeth Gillette registered with the SEC?

Yes. Elizabeth Gillette is registered as an investment adviser representative in MD (CRD 6454143), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Curio Wealth manage?

Curio Wealth reports $460.7M across 356 accounts in assets under management.

### How do I contact Elizabeth Gillette?

Through Elizabeth's website, curiowealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6454143): 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

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.