Curtis Pope is a CFP-designated registered investment advisor at Pope Wealth Planning, LLC, based in Tarrytown, NY, 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 Business Owners, Estate Planning, Financial Planning & Coaching, Gen X, and 4 more. Their firm serves 49 clients with $46M 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 $500K | 1.00% |
| $500K - $1000K | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. When an Outside Manager is used, the above fee schedule includes the Outside Manager’s fee.
Fee Estimator
Contact
Curtis Pope
Location
Tarrytown, NY
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2018Other Business Activities
Curtis works as a financial planner for Northstar Money, a fintech company offering financial wellness and benefits advice. He dedicates approximately 100 hours per month to this role, including 4 hours per day during securities trading hours.
Employment History
Current Registrations
Pope Wealth Planning, LLC
Previous Registrations
Northstar Investment Advisory LLC
Pope, Curtis, CFP
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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
Additional Information
Curtis feels awkward writing about himself but he is an independent fee-only financial planner in New York City. He is passionate about building meaningful relationships, comprehensive financial planning, and genuinely helping people.