Randy Kurtz
Upper Left Wealth Management · Tampa, Florida
Randy Kurtz is a fee-only financial advisor at Upper Left Wealth Management in Tampa, Florida, who holds the CFP credential. Randy focuses on retirement planning, tax planning and estate & legacy planning. Upper Left Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Upper Left Wealth Management |
|---|---|
| Based in | Tampa, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $201.1M across 370 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 4579297 |
| Exams passed | Series 63 (2002) · Series 65 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.upperleftwealth.com |
| Profile |
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Questions about Randy
Is Randy Kurtz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Randy holds no broker registration, and Upper Left Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Randy charge for financial advice?
Randy's firm, Upper Left Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
How much does Randy charge?
According to Upper Left Wealth Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Randy Kurtz based?
Randy Kurtz is based in Tampa, Florida.
What does Randy specialize in?
Randy's specialties include retirement planning, tax planning and estate & legacy planning. Randy works with retirees and pre-retirees.
What credentials does Randy Kurtz hold?
Randy Kurtz holds the CFP credential.
Is Randy Kurtz registered with the SEC?
Yes. Randy Kurtz is registered as an investment adviser representative in FL and TX (CRD 4579297), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Upper Left Wealth Management manage?
Upper Left Wealth Management reports $201.1M across 370 accounts in assets under management.
How do I contact Randy Kurtz?
Through Randy's website, www.upperleftwealth.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
- Upper Left Wealth Management 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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