Justin Curtiss
Continuity Wealth Management · Portland, Oregon
Justin Curtiss is a fee-only financial advisor at Continuity Wealth Management in Portland, Oregon, who holds the CFP credential. Continuity Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Continuity Wealth Management |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $214.3M across 613 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 7203965 |
| Exams passed | Series 63 (2022) · Series 65 (2020) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.continuitywm.com |
| Profile |
How Justin's firm compares
- Continuity Wealth Management's average account is about $350,000, from its Form ADV (assets managed divided by 613 accounts).
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Questions about Justin
Is Justin Curtiss a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Justin holds no broker registration, and Continuity Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Justin charge for financial advice?
Justin's firm, Continuity Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Justin Curtiss based?
Justin Curtiss is based in Portland, Oregon.
What credentials does Justin Curtiss hold?
Justin Curtiss holds the CFP credential.
Is Justin Curtiss registered with the SEC?
Yes. Justin Curtiss is registered as an investment adviser representative in OR (CRD 7203965), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Continuity Wealth Management manage?
Continuity Wealth Management reports $214.3M across 613 accounts in assets under management.
How do I contact Justin Curtiss?
Through Justin's website, www.continuitywm.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
- 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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