Frederick Kort
Cura Wealth Partners · Chicago, Illinois
Frederick Kort is a fee-only financial advisor at Cura Wealth Partners in Chicago, Illinois, who holds the CFP credential. Frederick focuses on estate & legacy planning and family wealth transfer. Cura Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Cura Wealth Partners |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $527.7M across 701 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 5376727 |
| Exams passed | Series 66 (2007) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.curawealth.com |
| Profile |
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Questions about Frederick
Is Frederick Kort a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Frederick holds no broker registration, and Cura Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Frederick charge for financial advice?
Frederick's firm, Cura Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Frederick Kort based?
Frederick Kort is based in Chicago, Illinois.
What does Frederick specialize in?
Frederick's specialties include estate & legacy planning and family wealth transfer. Frederick works with multi-generational families.
What credentials does Frederick Kort hold?
Frederick Kort holds the CFP credential.
Is Frederick Kort registered with the SEC?
Yes. Frederick Kort is registered as an investment adviser representative in IL (CRD 5376727), 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 Cura Wealth Partners manage?
Cura Wealth Partners reports $527.7M across 701 accounts in assets under management.
How do I contact Frederick Kort?
Through Frederick's website, www.curawealth.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
- Cura Wealth Partners 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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