Advisor at Curtis Capital Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Curtis Capital Advisors
Location
Overland Park, KS 66210
Credentials
CFP®, Series 63, Series 65
Industry experience
23 years
Christopher Costello is a CFP® with 23 years of industry experience. He is currently with Curtis Capital Advisors and has previously worked at Yukon Wealth Management, Morgan Stanley, Blooom, Inc., and The Retirement Planning Group, Inc. Curtis Capital Advisors serves individual investors, high-net-worth individuals, and trusts with portfolio management and financial planning services, emphasizing strategic asset allocation and a preference for low-cost index funds and ETFs within a boutique firm structure.
Based on Curtis Capital Advisors
Based on Curtis Capital Advisors
Fixed fees for standalone financial planning services begin at $2,500
$0 - $999,999: 1.00% annually $1,000,000 - $2,999,999: 0.75% annually $3,000,000 - $9,999,999: 0.50% annually $10,000,000+: 0.25% annually
$500 per hour for standalone financial planning services
Fee-only: Flat fees for standalone financial planning begin at $2,500; hourly rate is $500/hour
7900 College Blvd., Suite 140
Overland Park, KS 66210
Kansas · Texas
Curtis Capital Advisors
2024 - Present (2 years)
Yukon Wealth Management
2024 - 2024 (1 year)
Self Employed
2023 - 2023 (1 year)
Morgan Stanley
2022 - 2023 (1 year)
Blooom, Inc.
2013 - 2023 (10 years)
The Retirement Planning Group, Inc.
2004 - 2021 (17 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Overland Park, KS
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Series 63, Series 66
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CFP®, Series 63, Series 65
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Dynamic Wealth LLC
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