Robert Helgeland
Curtis Wealth Management · Henderson, Nevada
Robert Helgeland is a fee-only financial advisor at Curtis Wealth Management in Henderson, Nevada, who holds the CFP credential. Robert focuses on retirement planning and estate & legacy planning. Curtis Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- HENRY (High Earners, Not Rich Yet)
- Mid-life transitions
Facts
| Firm | Curtis Wealth Management |
|---|---|
| Based in | Henderson, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $148.5M across 303 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, NV · CRD 3063747 |
| Exams passed | Series 63 (1998) · Series 65 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | curtiswm.com |
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Questions about Robert
Is Robert Helgeland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Curtis 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's firm, Curtis Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Robert Helgeland based?
Robert Helgeland is based in Henderson, Nevada.
What does Robert specialize in?
Robert's specialties include retirement planning and estate & legacy planning. Robert works with retirees, pre-retirees, HENRY (High Earners, Not Rich Yet) and mid-life transitions.
What credentials does Robert Helgeland hold?
Robert Helgeland holds the CFP credential.
Is Robert Helgeland registered with the SEC?
Yes. Robert Helgeland is registered as an investment adviser representative in CO and NV (CRD 3063747), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Curtis Wealth Management manage?
Curtis Wealth Management reports $148.5M across 303 accounts in assets under management.
How do I contact Robert Helgeland?
Through Robert's website, curtiswm.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
- Curtis 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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