Dedrick Curtis is a CFP, ChFC-designated registered investment advisor at Penny Earned Financial, based in Fort Belvoir, VA, with 1 years of industry experience. Dedrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 6 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Penny Earned Financial charges a recurring fixed fee for ongoing financial planning, ranging from $250 to $1,000 per month, paid in advance. The fee depends on the client's specific needs, complexity, time, research, and resources required. Fees are negotiable.
Penny Earned Financial charges a fixed fee for project-based financial planning, ranging from $1,500 to $8,000. The fee depends on the client's specific needs, complexity, time, research, and resources required. Fees are negotiable. A portion of the fee is collected upfront, with the remainder due upon completion.
Location
Fort Belvoir, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dedrick is employed full-time as a Project Manager at Zeiders Enterprises, Inc. This activity is non-investment related and presents a potential conflict of interest, though mitigated by PEF's business model.
Employment History
Current Registrations
Penny Earned Financial
State Registrations1 state
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