# James Kantowski

> James Kantowski is a fee-only financial advisor at Curio Wealth in Severna Park, 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/james-kantowski/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Curio Wealth
- **Based in:** Severna Park, 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:** 4417452 (https://adviserinfo.sec.gov/individual/summary/4417452)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2002)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://curiowealth.com/

## Frequently asked questions

### Is James Kantowski a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?

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

### Where is James Kantowski based?

James Kantowski is based in Severna Park, Maryland.

### What credentials does James Kantowski hold?

James Kantowski holds the CFP credential.

### Is James Kantowski registered with the SEC?

Yes. James Kantowski is registered as an investment adviser representative in TX (CRD 4417452), 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 James Kantowski?

Through James's website, curiowealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4417452): 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

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