Advisor at Pope Wealth Planning, LLC
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
Pope Wealth Planning, LLC
Location
Tarrytown, NY
Credentials
CFP®, Series 66
Industry experience
8 years
Curtis Pope is a CFP®-certified financial advisor with eight years of industry experience, currently operating as the sole advisor at Pope Wealth Planning, LLC in Tarrytown, NY. His prior experience includes roles at Morgan Stanley, Wealthsimple, Ameriprise Financial Services, and Northstar Money, where he also serves as a financial planner for a fintech company focused on employer financial wellness programs. Pope Wealth Planning, LLC provides investment management and financial planning services to individuals, couples, and high-net-worth clients, emphasizing passive portfolio construction through index funds and ETFs combined with fundamental analysis and third-party models. The firm typically operates under non-discretionary trading arrangements, offering a hybrid service model that integrates ongoing planning with model-driven execution.
Based on Pope Wealth Planning, LLC
Based on Pope Wealth Planning, LLC
$0 - $499,999: 1.00% annually $500,000 - $999,999: 0.80% annually $1,000,000 - $2,499,999: 0.70% annually $2,500,000 - $4,999,999: 0.60% annually $5,000,000+: 0.50% annually
$500.00 - $2,500.00 per month, paid monthly in arrears, depending on client complexity and needs
Account minimum: $250,000
Tarrytown, NY
New York
Trinity School (New York)
2022 - Present (4 years)
Northstar Money
2020 - 2023 (3 years)
Pope Wealth Planning, LLC
2020 - Present (6 years)
Ameriprise Financial Services, Inc
2019 - 2020 (1 year)
Unemployed
2019 - 2019 (1 year)
Wealthsimple
2018 - 2019 (1 year)
Morgan Stanley
2014 - 2018 (4 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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