Curtis Advisory Group, LLC fees and pricing

Published fees

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

Flat or project fee

$1,800⁠-⁠$5,000

“The negotiated rate for providing ongoing financial planning advice is between $1,800 and $5,000 depending on the level of services.”

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

How Curtis Advisory Group, LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of CAG's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”

How Curtis Advisory Group, LLC’s fees compare

• Its flat or project fee of $1,800-$5,000 is below the California median of $5,000. 38% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 15 other planners in Santa Barbara that publish a flat or project fee charge less.

About Curtis Advisory Group, LLC

• Firm size: 3 employees.
• Founded: 2009 (17 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

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

137

Employees

3

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services

Assets managed

$573,697,121

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

151695

Website

curtisadvisorygroup.com (opens in new tab)

Phone

(805) 963-6181

Can advise clients in 2 states: California, Texas

Other planners in Santa Barbara that publish fees

• Abundant Wealth Partners, LLCSanta Barbara$175⁠-⁠$500/hr, $350⁠-⁠$25,000
• Arlington Financial Advisors, LLCSanta Barbara$375/hr, $4,950⁠-⁠$10,000
• Avalan, LLCSanta Barbara$250⁠-⁠$500/hr, $500⁠-⁠$10,000
• Blom Levy & Co., LLCSanta Barbara$2,000/qtr, $8,000/yr
• Bourke Wealth ManagementSanta Barbara$350/hr, $50,000
• Capital Adulting LLCSanta Barbara$250⁠-⁠$650/hr, $200⁠-⁠$800/mo

Compare all 29 planners in Santa Barbara