Stephen Lay is a CFP-designated registered investment advisor at Curtain Wealth Planning L.L.C., based in Austin, TX, with 23 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 7 more.
Compensation
Firm Size
IM Fee
Fee Structure
Curtain Wealth Planning charges an annual fixed fee of $8,000 for comprehensive financial planning, paid monthly or quarterly. This service includes continuous access to a planner, ongoing monitoring of your financial plan, regular check-ins, and a full annual review to update and ensure the plan remains appropriate.
- Hourly financial planning — $375 per hour for specific projects, consultations, or meetings with your accountant or attorney
- Comprehensive financial plan termination rate — $350 per hour for hours worked if an ongoing plan is terminated early
Contact
Stephen Lay
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Curtain Wealth Planning L.L.C.
Previous Registrations
LPL Financial LLCBroker
Linsco/private Ledger CORP.Broker
Scudder Investor Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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