Michael Roeder
Curio Wealth · Highland, Maryland
Michael Roeder is a fee-only financial advisor at Curio Wealth in Highland, Maryland, who holds the CFP credential. Curio Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Curio Wealth |
|---|---|
| Based in | Highland, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $460.7M across 356 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 4851791 |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | curiowealth.com |
How Michael's firm compares
- Curio Wealth's average account is about $1.3 million, from its Form ADV (assets managed divided by 356 accounts).
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Questions about Michael
Is Michael Roeder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Curio Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Curio Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Roeder based?
Michael Roeder is based in Highland, Maryland.
What credentials does Michael Roeder hold?
Michael Roeder holds the CFP credential.
Is Michael Roeder registered with the SEC?
Yes. Michael Roeder is registered as an investment adviser representative in MD (CRD 4851791), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Curio Wealth manage?
Curio Wealth reports $460.7M across 356 accounts in assets under management.
How do I contact Michael Roeder?
Through Michael's website, curiowealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Maryland
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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