Ryan Curtis
Curtis Advisory Group · Santa Barbara, California
Ryan Curtis is a fee-only financial advisor at Curtis Advisory Group in Santa Barbara, California. Ryan focuses on retirement planning and small business owners. Curtis Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Curtis Advisory Group |
|---|---|
| Based in | Santa Barbara, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $573.7M across 548 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2591395 |
| Exams passed | Series 63 (1997) · Series 65 (2001) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.curtisadvisorygroup.com |
| Profile |
How Ryan's firm compares
- Curtis Advisory Group's average account is about $1.0 million, from its Form ADV (assets managed divided by 548 accounts).
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Questions about Ryan
Is Ryan Curtis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Curtis Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ryan charge for financial advice?
Ryan's firm, Curtis Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ryan Curtis based?
Ryan Curtis is based in Santa Barbara, California.
What does Ryan specialize in?
Ryan's specialties include retirement planning and small business owners. Ryan works with retirees and pre-retirees.
Is Ryan Curtis registered with the SEC?
Yes. Ryan Curtis is registered as an investment adviser representative in CA and TX (CRD 2591395), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Curtis Advisory Group manage?
Curtis Advisory Group reports $573.7M across 548 accounts in assets under management.
How do I contact Ryan Curtis?
Through Ryan's website, www.curtisadvisorygroup.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 Advisory Group 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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