CURTIS FINANCIAL PLANNING

CURTIS FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 136785). Regulatory assets under management: $163.5M.

Registration

• CRD: 136785
• SEC file number: 801-132154
• Type: Registered investment adviser
• Phone: (510) 451-3528
• Latest filing: 2026-03-30
• Regulatory AUM: $163.5M
• Discretionary AUM: $163.5M
• Clients: 1
• Accounts: 238

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136785 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search