Gretchen Curtis
Advisor at SPG Advisors 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.
Advisor at SPG Advisors 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
SPG Advisors LLC
Location
Kirkland, WA 98034
Credentials
Series 63, Series 65
Industry experience
6 years
Gretchen Curtis is a financial advisor with SPG Advisors LLC in Kirkland, WA, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Auxano Advisors LLC from 2013 to 2019 before joining SPG Advisors. SPG Advisors LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm’s investment approach combines fundamental and technical analysis tailored to each client’s objectives, with integrated financial planning covering estate, tax, insurance, and cash-flow considerations.
Based on SPG Advisors LLC
Based on SPG Advisors LLC
Fixed fee financial planning services ranging from $750 to $5,000 based on complexity
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.50% annually $3,000,001+: 0.25% annually
Insurance products recommended by Advisor Representatives who are also insurance agents, which are commissioned products
$150 per hour for standalone financial planning services
Account minimum: $500,000 Fee-only: Investment advisory and planning services fees based on percentage of AUM; standalone financial planning fees charged hourly or fixed fee (hourly rate $150/hour; fixed fees $750 to $5,000)
11411 Ne 124 Th St, Suite 255
Kirkland, WA 98034
California · Idaho · Texas · Washington
SPG Advisors LLC
2019 - Present (7 years)
SPG Advisors LLC
2019 - 2019 (1 year)
Auxano Advisors Llc
2013 - 2019 (6 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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