Curtis Capital Advisors fees and pricing

Published fees

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

Hourly rate

$500/hr

“The hourly rate for standalone financial planning services is $500 an hour.”

Flat or project fee

$2,500

“Fixed fees for standalone financial planning services begin at $2,500.”

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

How Curtis Capital Advisors bills

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

• “Fees are negotiable, and each client’s specific fee schedule is included as part of the investment advisory agreement signed by Advisor and the client.”
• “Fees are deducted in advance on a quarterly basis from clients’ assets and based upon the average daily balance of such assets managed by Advisor during the prior calendar quarter.”
• “If Advisor or client terminates the advisory agreement before the end of a quarterly billing period, Advisor’s fees will be prorated through the effective date of the termination.”

How Curtis Capital Advisors’ fees compare

• Its hourly rate of $500 is above the Kansas median of $250. 97% of the 59 other Kansas planners that publish an hourly rate charge less.
• 24 of the 24 other planners in Overland Park that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Kansas median of $3,500. 30% of the 43 other Kansas planners that publish a flat or project fee charge less.
• 4 of the 17 other planners in Overland Park that publish a flat or project fee charge less.

About Curtis Capital Advisors

• Firm size: 2 employees.
• Registered as an adviser: 2025.

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

82

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$165,500,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

330835

Website

curtisca.com (opens in new tab)

Phone

(913) 344-5443

Can advise clients in 3 states: Kansas, Missouri, Texas

Other planners in Overland Park that publish fees

• Allos Investment Advisors, LLCOverland Park$150/mo, $1,800/yr
• Artisan Financial PlanningOverland Park$250/hr, $2,500⁠-⁠$10,000
• Aspen Wealth Management, Inc.Overland Park$125/hr
• Aspyre Wealth PartnersOverland Park$150⁠-⁠$500/hr
• Balanced Financial Planning, Inc.Overland Park$270/hr
• Coplanning Financial LLCOverland Park$6,900, $12,000/yr

Compare all 66 planners in Overland Park