Curtis Crossland is a CFP-designated registered investment advisor at Suttle Crossland Wealth Advisors, LLC, based in Scottsdale, AZ, with 14 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 53 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SCWA charges an annual advisory fee of 0.55% based on the value of your portfolio. This fee is negotiable. The minimum annual advisory fee is $2,750, and the maximum is $11,000. SCWA may include the value of accounts held elsewhere, such as 401(k)s and 529 plans, when calculating your total advisory fee.
Contact
Curtis Crossland
Location
20715 N Pima Road, Suite 108, Scottsdale, AZ, 85255
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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.
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Curtis is a managing member of Suttle Crossland Wealth Advisors, LLC and a financial planner for Origin Investment Advisory, LLC. He dedicates nearly full-time hours to Suttle Crossland Wealth Advisors and minimal time to Origin Investment Advisory.
Employment History
Current Registrations
Suttle Crossland Wealth Advisors, LLC
Previous Registrations
Origin Investment Advisory LLC
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
USAA Financial Planning Services
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
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.
Exams
Additional Information
I'm a Phoenix native and spent over 10 years working for large wealth management firms.