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

See the Big Picture

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).

Manage Your Investments

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

Equities

Fixed Income

Custom

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.

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.

Why is Independence important?

What is a fiduciary?

A fiduciary has a duty of care and loyalty to their clients, often expressed (in the financial world) as an obligation to act and provide investment advice that is in the client's best interest.

While not all advisors are willing to subject themselves (or business practices) to this standard, we believe it is important that Curtis Advisory Group consultants act as fiduciaries when offering advisory services.

How much do you charge for services?

We offer 3 different service levels to meet clients where they are:

PREMIUM SERVICES include our full suite of investment and financial planning services for established households with a complex financial situation and a minimum $500,000 investable assets. Asset-based fees are on a tiered fee schedule, starting at 1% and lower.

FIXED-FEE SERVICES are available for clients who want objective investment and planning advice. The flat, monthly fee varies depending upon the level of service required, with a maximum of $400 per month. (ONLY for households with up to $5 Million investable assets)

PORTFOLIO TRACKING & OVERSIGHT SERVICES are available for clients looking for transparency and in-depth analysis of their investment portfolio. Monthly fees start at $300 per month, and can increase depending on number of accounts and asset size.

Why Curtis Advisory Group?

We have the capabilities of a large firm with the comforts of a local family office.

One Cohesive, Integrated Picture
Understandable Investment Process
Independence & Transparency
Coordination of Other Professionals

Curtis Advisory Group, LLC is an independent Registered Investment Adviser (RIA) based in Santa Barbara, CA. Our singular focus is providing intentional, high-quality service and advice that helps our clients succeed and live their lives to the fullest capacity.

Client Profiles

Retirees

Business Owners

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

More Information

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

Initial Consultation

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

More Information

Other Services

Real Estate Life Insurance Retirement Plans for Business Owners Charitable Planning Strategies

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

As business owners ourselves, we uniquely understand the amount of time and effort that goes into building a business. Trying to manage your finances at the same time can be exhausting or sometimes even forgotten.

We want to take care of our business owners. Our all-in-one service plan offers ease and convenience, helping to get things off your plate so you can focus on what matters- like growing your company.

Personal financial planning and investment management
Strategic retirement plan analysis for your business
Start-up 401k plans and financial education for employees

Call us at 805-963-6181 for more information, or check out our Business Owner resources HERE.

Charitable Planning Strategies

Have Questions?

Initial Consultation at No Cost

GET STARTED TODAY

Or call (805) 963-6181.