Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
7368 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$1,000
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Contact
Curtis Jarrod Westrich
Location
Chandler, AZ
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Regulatory History
Clean regulatory record
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
Charles Schwab & CO., INC.Broker
September 2025 - Present · 5 mos
Schwab Wealth Advisory, INC.
August 2025 - Present · 6 mos
Previous Registrations
Providers Wealth LLC
September 2024 - July 2025 · 10 mos
Mariner Wealth
August 2023 - August 2024 · 1 yr
Moss Adams Wealth Advisors LLC
January 2020 - July 2023 · 3 yrs 6 mos
Charles Schwab & CO., INC.
October 2014 - December 2019 · 5 yrs 2 mos
Charles Schwab & CO., INC.Broker
June 2011 - December 2019 · 8 yrs 6 mos
State Registrations8 states
AZCACOIDNVORUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Contact
Curtis Jarrod Westrich