Robert Helgeland is a CFP-designated registered investment advisor at Curtis Wealth Management LLC, based in Henderson, NV, with 27 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 94 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Fees are negotiable and may range between 0.5% and 1.1%. Accounts above $2 million and $5 million may receive additional discounts. Accounts within the same household will be combined for a reduced fee.
Fee Estimator
Location
170 S. Green Valley Parkway, Suite 300 (Office 351), Henderson, NV, 89012
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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 →Other Business Activities
Robert serves as a community board member for the Colorado Music Festival, a non-profit organization focused on music education and providing high-quality orchestra performances. He dedicates minimal time to this role.
Employment History
Current Registrations
Curtis Wealth Management LLC
Previous Registrations
Theory Financial
Advice and Planning Services
Tiaa-Cref Trust Company, Fsb
Tiaa-Cref Individual & Institutional Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.