Firm
Curio Wealth, LLC
Annapolis, Maryland
Fee-only
Curio Wealth, LLC at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 7 advisors are listed here; all hold the CFP.
- Its Form ADV reports 13 employees and 354 individual clients, 50 of them high net worth.
- Its average account is about $1.3 million (assets it manages divided by its 356 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Annapolis, Maryland |
|---|---|
| Website | curiowealth.com |
| [email protected] | |
| Phone | (410) 449-2599 |
Curio Wealth, LLC fees
Curio Wealth, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $461 million |
| Individual clients | 304 |
| High-net-worth clients | 50 |
| Accounts managed | 356 |
| Employees | 13 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-128998) |
| Financial planning | Offered |
| Form ADV filed | October 14, 2026 |
| SEC record | CRD 328178 |