Jordan Curtis
Curtis Wealth Management · Henderson, Nevada
Jordan Curtis is a fee-only financial advisor at Curtis Wealth Management in Henderson, Nevada. Jordan focuses on retirement planning and estate & legacy planning. Curtis Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- HENRY (High Earners, Not Rich Yet)
- Mid-life transitions
Facts
| Firm | Curtis Wealth Management |
|---|---|
| Based in | Henderson, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $148.5M across 303 accounts |
| SEC registration | Investment adviser representative in NV, UT · CRD 4950045 |
| Exams passed | Series 63 (2005) · Series 66 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | curtiswm.com |
| Profile |
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Questions about Jordan
Is Jordan Curtis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Curtis Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jordan charge for financial advice?
Jordan's firm, Curtis Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jordan Curtis based?
Jordan Curtis is based in Henderson, Nevada.
What does Jordan specialize in?
Jordan's specialties include retirement planning and estate & legacy planning. Jordan works with retirees, pre-retirees, HENRY (High Earners, Not Rich Yet) and mid-life transitions.
Is Jordan Curtis registered with the SEC?
Yes. Jordan Curtis is registered as an investment adviser representative in NV and UT (CRD 4950045), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Curtis Wealth Management manage?
Curtis Wealth Management reports $148.5M across 303 accounts in assets under management.
How do I contact Jordan Curtis?
Through Jordan's website, curtiswm.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
- Curtis Wealth Management 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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