Catherine Curtis is a CFP-designated registered investment advisor at Curtis Financial Planning, based in Oakland, CA, with 13 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 6 more. Their firm serves 75 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.65% |
| $6M+ | 0.45% |
Fees are negotiable. For certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), Curtis Financial Planning may negotiate a different fee rate.
Fee Estimator
Contact
Catherine Curtis
Location
Oakland, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Curtis Financial Planning
Previous Registrations
Clearrock Capital LLC
State Registrations1 state
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Exams
Additional Information
In addition to running her firm and working with clients, Cathy is a frequent public speaker on topics such as working with women clients and social media marketing. She is a member of the CNBC Digital Financial Council - a group of financial advisors around the U.S. dedicated to financial literacy. Cathy is on Investopedia's top 100 list of the most influential advisors. She started a podcast called Financial Finesse and taught Personal Finance courses at Mills College in Oakland, CA