Steven Curtis
Insight Tax Solutions · Eugene, Oregon
Steven Curtis is a fee-only financial advisor at Insight Tax Solutions in Eugene, Oregon. Insight Tax Solutions reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Steven →
Facts
| Firm | Insight Tax Solutions |
|---|---|
| Based in | Eugene, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Not currently |
| Assets under management | $35.2M across 101 accounts |
| SEC registration | Investment adviser representative in OR · CRD 6130251 |
| Exams passed | Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.insighttaxsolutions.com |
| Profile |
How Steven's firm compares
- Insight Tax Solutions's average account is about $348,000, from its Form ADV (assets managed divided by 101 accounts).
Request an introduction to Steven
Tell Steven a little about what you're looking for. Steven 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 Steven
Is Steven Curtis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Insight Tax Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Insight Tax Solutions, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Steven Curtis based?
Steven Curtis is based in Eugene, Oregon.
Is Steven Curtis registered with the SEC?
Yes. Steven Curtis is registered as an investment adviser representative in OR (CRD 6130251), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Insight Tax Solutions manage?
Insight Tax Solutions reports $35.2M across 101 accounts in assets under management.
How do I contact Steven Curtis?
Through Steven's website, www.insighttaxsolutions.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
- Insight Tax Solutions 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.