Taking Care of the Details

So You Can Focus On

What Matters

Independent RIA

Without corporate or outside interests, our primary concern is our clients.

Advice with Integrity

We act as a fiduciary, and believe that investment advice given should be in the client's best interest.

Holistic Approach

Managing the details, from accumulation to retirement to passing on your wealth.

Do you have a complicated financial situation? Lots of moving parts and trouble keeping track of everything?

We Can Help You Bring It All Together

With the help of financial planning technology, we can bring all the pieces of your financial life together in one plan (including those you might not have considered).

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Based on your risk targets, we build custom asset allocation and investment portfolios to fit your needs and wishes.

Equities
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Fixed Income
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Custom
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Example Allocation

It can be difficult to know what you own. We help make sense of your different investment accounts, regardless of where the assets are held, so you can see how all of your accounts are working towards your goals.

Aggregation (1)

We are focused on serving families, busy professionals, and business owners who value having an independent and objective investment advisor to help them navigate the many financial decisions that must be made over a lifetime.

Ryan E. Curtis

Joshua D. Hayes

What Makes Curtis Advisory Group So Different?

We take care of your financial details so you can focus on what matters most to you.

 

We're independent. We're fiduciaries. We're competitive on pricing.

 

Client Profiles

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Retirees

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Business Owners

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Busy Professionals

Service Levels

Fixed-fee Services

Flat, monthly fee
  • Bring Your Financial Life Together
  • Determine Financial Goals
  • Independently Analyze and Evaluate Your Accounts
  • Low-cost Account Management Solution (optional)
  • Don't have to transfer accounts
  • For Household up to $5,000,000 Investable Assets

Premium Services

Advisory fee on Assets (1% or lower)
  • Bring All the Pieces Together and Take Care of the Details
  • Full-Service Financial Planning
  • Custom Portfolio Management
  • Track and Analyze Outside Accounts
  • Coordinate with Your Investment Professionals (CPA, Estate Attorneys, Lenders)
  • Account Minimum: $500,000

Portfolio Tracking Only

Starting at $300 per Month
  • Investment Portfolio-Focused: Ongoing Independent Evaluation
  • Aggregate Asset Allocation: View Investment Accounts In One Place
  • Risk Monitoring: Real-time Analysis Highlighting Red-flags and Hidden Fees
  • Heavy Lifting: A Dedicated Advisor to Translate Your Data into Actionable Insights

Other Services

Real Estate

Ryan (CBRE# 01873883) is a licensed Realtor with Santa Barbara Brokers. He works closely with the principals of the firm, Andy Alexander and Ryan Malmsten, but will partner with other agents when appropriate.

We feel this partnering approach provides our clients with a superior level of service and a smoother transaction as we fully understand our clients long term goals and objectives. Clients and friends are welcome to search for Santa Barbara real estate with our local real estate search site. Click HERE to search.

Life Insurance
Retirement Plans for Business Owners
Charitable Planning Strategies

Have Questions?

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Initial Consultation at No Cost

Or call (805) 963-6181.