Firm
Curtain Wealth Planning
Park City, Utah
Fee-only
Curtain Wealth Planning at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its website says it's taking new clients.
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Park City, Utah |
|---|---|
| Website | curtainwp.com |
| [email protected] | |
| Phone | (435) 776-6964 |
Curtain Wealth Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $8,000 a year |
|---|---|
| Hourly | $375 an hour |
| Account minimum | $2,000,000 |
| How it charges | Flat fee · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$8,000 per year" source
"$375 per hour" source
"Our minimum for this service is $2 million in investable assets." source
"Flat annual fee, billed quarterly at $2,000 or $666.67 monthly" source
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 | Hourly · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | October 8, 2026 |
| SEC record | CRD 327595 |