Curtis Wells is a CFP-designated registered investment advisor at Advisor 123 LLC, based in Caledonia, MI, with 2 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
- The negotiated hourly fee for financial planning services is between $20 and $100.
Location
5659 N Kraft Lake Dr, Caledonia, MI, 49316
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Curtis is the Head of Planning/IAR for Advisor 123, LLC and Advisory Alpha, both investment-related and located at the same office address. He spends approximately 60 hours per month on Advisor 123, LLC and approximately 120 hours per month on Advisory Alpha.
Employment History
Current Registrations
Advisor 123 LLC
Aspire Wealth
State Registrations1 state
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