Paul Curtman
P.R. Curtman Investments · Milton, Florida
Paul Curtman is a fee-only financial advisor at P.R. Curtman Investments in Milton, Florida. Paul focuses on retirement planning. P.R. Curtman Investments reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | P.R. Curtman Investments |
|---|---|
| Based in | Milton, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $15.7M across 118 accounts |
| SEC registration | Investment adviser representative in FL, MO · CRD 5537801 |
| Exams passed | Series 63 (2015) · Series 65 (2015) · Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.prcurtman.com |
| Profile |
How Paul's firm compares
- P.R. Curtman Investments's average account is about $133,000, from its Form ADV (assets managed divided by 118 accounts).
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Questions about Paul
Is Paul Curtman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and P.R. Curtman Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, P.R. Curtman Investments, reports charging a percentage of assets on its SEC Form ADV.
Does Paul work with clients virtually?
Yes. P.R. Curtman Investments says on its website that it works with clients remotely.
Where is Paul Curtman based?
Paul Curtman is based in Milton, Florida.
What does Paul specialize in?
Paul's specialties include retirement planning.
Is Paul Curtman registered with the SEC?
Yes. Paul Curtman is registered as an investment adviser representative in FL and MO (CRD 5537801), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does P.R. Curtman Investments manage?
P.R. Curtman Investments reports $15.7M across 118 accounts in assets under management.
How do I contact Paul Curtman?
Through Paul's website, www.prcurtman.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
- P.R. Curtman Investments 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.
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