Elizabeth Gillette
Curio Wealth · Edgewater, Maryland
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.
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Facts
| Firm | Curio Wealth |
|---|---|
| Based in | Edgewater, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $460.7M across 356 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 6454143 |
| Exams passed | Series 65 (2015) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | curiowealth.com |
How Elizabeth's firm compares
- Curio Wealth's average account is about $1.3 million, from its Form ADV (assets managed divided by 356 accounts).
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Questions about Elizabeth
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Edgewater
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
- 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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