Thomas Webbert
Blue Curve Advisory · Towson, Maryland
Thomas Webbert is a fee-only financial advisor at Blue Curve Advisory in Towson, Maryland, who holds the CFP credential. Blue Curve Advisory reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Blue Curve Advisory |
|---|---|
| Based in | Towson, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $125.2M across 590 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 5193989 |
| Exams passed | Series 66 (2013) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.bluecurveadvisory.com |
| Profile |
How Thomas's firm compares
- Blue Curve Advisory's average account is about $212,000, from its Form ADV (assets managed divided by 590 accounts).
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Questions about Thomas
Is Thomas Webbert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Blue Curve Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Blue Curve Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Thomas Webbert based?
Thomas Webbert is based in Towson, Maryland.
What credentials does Thomas Webbert hold?
Thomas Webbert holds the CFP credential.
Is Thomas Webbert registered with the SEC?
Yes. Thomas Webbert is registered as an investment adviser representative in MD (CRD 5193989), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Curve Advisory manage?
Blue Curve Advisory reports $125.2M across 590 accounts in assets under management.
How do I contact Thomas Webbert?
Through Thomas's website, www.bluecurveadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Towson
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
- 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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