Curio Wealth, LLC fees and pricing

Financial planner in Annapolis, Maryland. Registered with the SEC.

According to its Form ADV Part 2A brochure dated September 15, 2026, Curio Wealth, LLC charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “Follow-on implementation work is billed separately at the rate of $350 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“The Advisory Service Agreement fee is generally negotiable.”
“Fees will be prorated at the start or end of a client relationship that begins or ends mid-quarter.”
“The fee range, generally, is from $1,000 to $10,000 and is negotiable.”

Its hourly rate of $350 is above the Maryland median of $300. 57% of the 156 other Maryland planners that publish an hourly rate charge less.
6 of the 13 other planners in Annapolis that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 354
Employees: 13
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $460,657,970
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 328178
Website: curiowealth.com (opens in new tab)
Phone: (410) 449-2599

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.