Curtis Wealth Management LLC fees and pricing
Financial planner in Henderson, Nevada. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, Curtis Wealth Management LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The hourly rate for financial planning is $250 per hour with a minimum fee of $2500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Curtis Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Curtis Wealth fees are paid quarterly in arrears based on the value as of the last business day of the quarter with payment deducted within 10 days from the date of the invoice.”
- “In cases where there are partial fees at the commencement or termination of our agreement, they will be billed or refunded on a pro-rated basis contingent on the number of days the account was open.”
- “Financial Planning fees will be billed in arrears upon delivery of the plan or completion of the agreed services, with payment due within 10 days from the date of the invoice.”
How Curtis Wealth Management LLC’s fees compare
- Its hourly rate of $250 is below the Nevada median of $300. 23% of the 64 other Nevada planners that publish an hourly rate charge less.
- 4 of the 10 other planners in Henderson that publish an hourly rate charge less.
About Curtis Wealth Management LLC
- Firm size: 2 employees.
- Founded: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.1% a year
- Minimum
- $2,500 minimum fee (stated in brochure)
- Clients
- 105
- 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
- $148,504,942
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 312245
- Phone
- (702) 720-3551
Other planners in Henderson that publish fees
- Aldrich Investment ManagementHenderson$200/hr, $1,500-$4,000
- Avalon Wealth PartnersHenderson$250/hr, $2,500-$5,000
- Capstone Capital Wealth AdvisorsHenderson$5,000-$20,000
- Diazo, LLCHenderson$1,000-$5,000
- Ensourceful, Inc.Henderson$150/hr
- Franklin Advisors CorpHenderson$500/hr
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.