Advisor at F5 Financial Planning, L.L.C.
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.
Location
Naperville, IL
Credentials
Series 65
Industry experience
13 years
Curtis Stowers is a financial advisor at F5 Financial Planning, L.L.C. in Naperville, IL, with 13 years of industry experience. He holds a Series 65 designation and has been with F5 Financial Planning since 2014. Outside of his advisory role, he owns a Subway restaurant franchise in Lakin, KS. F5 Financial Planning is a NAPFA-approved, fee-only firm serving corporate executives, entrepreneurs, and families with comprehensive financial planning and portfolio management. The firm emphasizes long-term, fundamental analysis and risk-managed portfolios, offering both discretionary and non-discretionary investment supervision as part of ongoing planning relationships.
Based on F5 Financial Planning, L.L.C.
One-time financial planning fee of $5,000 for one-time financial plans; initial fee $3,000 for comprehensive planning
<$600,000 - $600,000: Annual fee $5,000 $600,000 - $700,000: Annual fee $6,000 $700,000 - $800,000: Annual fee $7,000 $800,000 - $900,000: Annual fee $8,000 $900,000 - $1,000,000: Annual fee $9,000 $1,000,000 - $1,200,000: Annual fee $10,500 $1,200,000 - $1,400,000: Annual fee $12,000 $1,400,000 - $1,600,000: Annual fee $13,500 $1,600,000 - $1,800,000: Annual fee $15,000 $1,800,000 - $2,000,000: Annual fee $16,500 $2,000,000 - $2,500,000: Annual fee $19,000 $2,500,000 - $3,000,000: Annual fee $21,500 $3,000,000 - $3,500,000: Annual fee $24,000 $3,500,000+: Fees negotiable
Minimum fee: Initial one-time financial planning fee of $3,000; annual fees based on investable assets starting at $5,000 for accounts under $600,000 Fee-only: Fee-only financial planning and investment advisory services; no commissions or referral fees accepted
Naperville, IL
Illinois · Texas
F5 Financial Planning
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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