Resolve Financial

Resolve Financial 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 ChFC.
• Its Form ADV reports 1 employee and 19 individual clients, 6 of them high net worth.
• Its average account is about $346,000 (assets it manages divided by its 50 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Resolve Financial fees

Resolve Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. 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

Advisors at this firm (1)

• Joseph Curtis

  ChFC

Other fee-only firms in Walnut Creek

• Saranap Wealth Advisors
• Spiegelman Wealth Management
• Treehouse Wealth Advisors
• Yoder Wealth Management
• 361 Financial Planning
• Babylon Wealth Management
• Boltwood Capital Management
• Burton Enright Welch

Fee-only advisors in California