Firm
Curtis Financial Planning, LLC
Oakland, California
Fee-only
Curtis Financial Planning, LLC at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 76 individual clients, 66 of them high net worth.
- Its average account is about $687,000 (assets it manages divided by its 238 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the California median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Oakland, California |
|---|---|
| Website | curtisfinancialplanning.com |
Curtis Financial Planning, LLC 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 $10,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee |
In the firm's words
"we charge a flat annual fee of $10,000 until you reach $1,000,000 in AUM" source
"First $1,000,000 1.00%" source
"Above $6,000,000 0.45%" source
"If you don’t meet our minimum of $1,000,000 AUM" 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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $164 million |
| Individual clients | 10 |
| High-net-worth clients | 66 |
| Accounts managed | 238 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-132154) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 136785 |