CC
CFP
CC
CFP
Christopher Costello
23 Years of Experience
Overland Park, KS
1 Disclosure
Christopher Costello is a CFP-designated registered investment advisor at Curtis Capital Advisors, based in Overland Park, KS, with 23 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 82 clients with $170M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
82 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$165.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
7900 College Blvd., Suite 140, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2003Settled
Employment History
Current Registrations
Curtis Capital Advisors
May 2024 - Present · 2 yrs
Previous Registrations
Yukon Wealth Management, INC.
February 2024 - March 2024 · 1 mo
Morgan Stanley
February 2023 - September 2023 · 7 mos
Blooom, INC.
June 2014 - December 2022 · 8 yrs 6 mos
The Retirement Planning Group, INC.
February 2004 - January 2021 · 16 yrs 11 mos
Wachovia Securities, LLC
July 2003 - March 2004 · 8 mos
Prudential Securities Incorporated
March 2002 - July 2003 · 1 yr 4 mos
State Registrations2 states
KSTX
Advisor
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
No exam information available for this advisor.