Yves-Marc Courtines
Boundless Advice · Manhattan Beach, California
Yves-Marc Courtines is a fee-only financial advisor at Boundless Advice in Manhattan Beach, California, who holds the CFP and CFA credentials. Boundless Advice reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Boundless Advice |
|---|---|
| Based in | Manhattan Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $17.8M across 60 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 2539940 |
| Exams passed | Series 63 (1997) · Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | boundlessadvice.com |
| Profile |
How Yves-Marc's firm compares
- Boundless Advice's average account is about $297,000, from its Form ADV (assets managed divided by 60 accounts).
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Questions about Yves-Marc
Is Yves-Marc Courtines a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Yves-Marc holds no broker registration, and Boundless Advice reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Yves-Marc charge for financial advice?
Yves-Marc's firm, Boundless Advice, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Yves-Marc Courtines based?
Yves-Marc Courtines is based in Manhattan Beach, California.
What credentials does Yves-Marc Courtines hold?
Yves-Marc Courtines holds the CFP and CFA credentials.
Is Yves-Marc Courtines registered with the SEC?
Yes. Yves-Marc Courtines is registered as an investment adviser representative in CA and TX (CRD 2539940), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Boundless Advice manage?
Boundless Advice reports $17.8M across 60 accounts in assets under management.
How do I contact Yves-Marc Courtines?
Through Yves-Marc's website, boundlessadvice.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
- 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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