Robert Curry
Curry Webb Wealth Management · Indianapolis, Indiana
Robert Curry is a fee-only financial advisor at Curry Webb Wealth Management in Indianapolis, Indiana, who holds the CFP credential. Robert charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on tax planning, estate & legacy planning and retirement planning.
Request an introduction to Robert →
Specialties
Who they serve
- Executives
- Ultra high net worth
Facts
| Firm | Curry Webb Wealth Management |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $332.4M across 836 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 5075772 |
| Exams passed | Series 65 (2005) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.currywebb.com |
| Profile |
Request an introduction to Robert
Tell Robert a little about what you're looking for. Robert 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 Robert
Is Robert Curry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Curry Webb Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert charges a percentage of assets.
How much does Robert charge?
According to Curry Webb Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Robert Curry based?
Robert Curry is based in Indianapolis, Indiana.
What does Robert specialize in?
Robert's specialties include tax planning, estate & legacy planning, retirement planning and small business owners. Robert works with executives and ultra high net worth.
What credentials does Robert Curry hold?
Robert Curry holds the CFP credential.
Is Robert Curry registered with the SEC?
Yes. Robert Curry is registered as an investment adviser representative in IN (CRD 5075772), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Curry Webb Wealth Management manage?
Curry Webb Wealth Management reports $332.4M across 836 accounts in assets under management.
How do I contact Robert Curry?
Through Robert's website, www.currywebb.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
- Curry Webb 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.
See something wrong? Request a correction. Read our methodology.