Curtain Wealth Planning L.L.C. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$375/hr

“Financial Planning fee is an hourly rate of $375.00.”

Annual fee

$8,000/yr

“Comprehensive Financial Planning Comprehensive Financial Planning’s fee is an annual fixed fee of $8,000.00, paid monthly or quarterly, in arrears.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Curtain Wealth Planning L.L.C. bills

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

• “Half of the fee is due at the initial client meeting, and the remainder is due at completion of work, however, Curtain Wealth will not bill an amount above $500.00 more than 6 months in advance.”
• “The fee may be negotiable in certain cases.”
• “In the event of early termination, the client will be billed for the hours worked at a rate of $350.00 per hour for the billing period.”

How Curtain Wealth Planning L.L.C.’s fees compare

• Its hourly rate of $375 is above the Texas median of $275. 76% of the 468 other Texas planners that publish an hourly rate charge less.
• 38 of the 57 other planners in Austin that publish an hourly rate charge less.
• Its annual fee of $8,000 is above the Texas median of $6,000. 66% of the 106 other Texas planners that publish an annual fee charge less.
• 13 of the 22 other planners in Austin that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Curtain Wealth Planning L.L.C.

• Principal: Stephen K. Lay
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327595

Website

curtainwp.com (opens in new tab)

Phone

(435) 776-6964

Can advise clients in 1 state: Utah

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