Joseph Curtis
Resolve Financial · Walnut Creek, California
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.
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Facts
| Firm | Resolve Financial |
|---|---|
| Based in | Walnut Creek, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $17.3M across 50 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in CA · CRD 1014838 |
| Exams passed | Series 66 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Joseph's firm compares
- Resolve Financial's average account is about $346,000, from its Form ADV (assets managed divided by 50 accounts).
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Questions about Joseph
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Walnut Creek
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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