James Kantowski
Curio Wealth · Severna Park, Maryland
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.
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Facts
| Firm | Curio Wealth |
|---|---|
| Based in | Severna Park, 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 TX · CRD 4417452 |
| Exams passed | Series 63 (2002) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | curiowealth.com |
How James'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 James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Severna Park
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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