Curtis Diaz is a CFP-designated registered investment advisor at Great Blue Financial, based in Tampa, FL, with 10 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 2 more. Their firm serves 28 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable in certain cases. For accounts under $250,000, combined ongoing financial planning and investment management services are offered for an upfront charge of $499 and an ongoing monthly fee of $200.
Fee Estimator
Location
Tampa, FL
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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.
Learn about disclosures →Employment History
Current Registrations
Great Blue Financial
Previous Registrations
Northbridge Financial Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
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.