# Joseph Curtis

> Joseph Curtis is a fee-only financial advisor at Resolve Financial in Walnut Creek, California, who holds the ChFC credential. Resolve Financial reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-curtis/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Resolve Financial
- **Based in:** Walnut Creek, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $17.3M across 50 accounts
- **Credentials:** ChFC
- **CRD:** 1014838 (https://adviserinfo.sec.gov/individual/summary/1014838)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (1999)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Joseph Curtis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Resolve Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joseph charge for financial advice?

Joseph's firm, Resolve Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Joseph Curtis based?

Joseph Curtis is based in Walnut Creek, California.

### What credentials does Joseph Curtis hold?

Joseph Curtis holds the ChFC credential.

### Is Joseph Curtis registered with the SEC?

Yes. Joseph Curtis is registered as an investment adviser representative in CA (CRD 1014838), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Resolve Financial manage?

Resolve Financial reports $17.3M across 50 accounts in assets under management.

### How do I contact Joseph Curtis?

Contact details aren't on file yet. Search for Resolve Financial.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1014838): 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.