Curtis Williams
Curtis Williams is a CFA, CFP-designated registered investment advisor at Cliftonlarsonallen Wealth Advisors, LLC, based in Addison, TX, with 8 years of industry experience. Curtis 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, Investment Management, and 1 more. Their firm serves 7,010 clients with $13B 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 $2.0M | 1.10% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees charged quarterly in advance. Separate fees may be charged for financial planning update services, as well as other services. Fees may be individually negotiated.
Fee Estimator
Location
15303 N Dallas Parkway, Suite 1400, Addison, TX, 75001
Get directionsHistory
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
Curtis works as a professional educator and grader for the CFA Institute. This activity takes minimal time and provides a small annual income.
Employment History
Current Registrations
Cliftonlarsonallen Wealth Advisors, LLC
State Registrations3 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.