Curtis Stowers is a registered investment advisor at F5 Financial Planning, L.L.C., based in Naperville, IL, with 13 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, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 115 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory services are only provided as part of the comprehensive financial planning services. There is an initial one-time financial planning fee of $3,000. The firm charges an annual fee for the Comprehensive Financial Planning Services. The annual fee is based on investable assets and is paid quarterly in arrears. The firm's fees are negotiable.
Location
Naperville, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Curtis is the owner and landlord of a Subway restaurant franchise through Midwest Business Ventures since 2004. He spends minimal time on this activity, generally during non-market hours.
Employment History
Current Registrations
F5 Financial Planning, L.L.C.
Previous Registrations
Sebold Capital Management, INC
F5 Financial Planning, LLC
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.
Exams
Additional Information
Curt Stowers is a Certified Financial Planner. He is a graduate from the University of Illinois where he earned a BS, MS and PhD in Industrial Engineering. He’s a husband, father of three, an avid outdoorsman, and a follower of Christ.