Kurt Schliemann
Painted Porch Advisors · Santa Barbara, California
Kurt Schliemann is a fee-only financial advisor at Painted Porch Advisors in Santa Barbara, California. Painted Porch Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Kurt →
Facts
| Firm | Painted Porch Advisors |
|---|---|
| Based in | Santa Barbara, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $571.9M across 806 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4285545 |
| Exams passed | Series 63 (2000) · Series 65 (2021) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.paintedporchadvisors.com |
| Profile |
How Kurt's firm compares
- Painted Porch Advisors's average account is about $710,000, from its Form ADV (assets managed divided by 806 accounts).
Request an introduction to Kurt
Tell Kurt a little about what you're looking for. Kurt isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kurt
Is Kurt Schliemann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kurt holds no broker registration, and Painted Porch Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kurt charge for financial advice?
Kurt's firm, Painted Porch Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kurt Schliemann based?
Kurt Schliemann is based in Santa Barbara, California.
Is Kurt Schliemann registered with the SEC?
Yes. Kurt Schliemann is registered as an investment adviser representative in TX (CRD 4285545), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Painted Porch Advisors manage?
Painted Porch Advisors reports $571.9M across 806 accounts in assets under management.
How do I contact Kurt Schliemann?
Through Kurt's website, www.paintedporchadvisors.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
- Painted Porch Advisors 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.
See something wrong? Request a correction. Read our methodology.