Kurtis Johnson
Advisor at APELLA Wealth
Updated today
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
APELLA Wealth
Location
West Hartford, CT 06107
Credentials
CFP®, Series 63, Series 66
Industry experience
20 years
About
Kurtis Johnson is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Apella Wealth and has previously worked at PBMARES Wealth Management LLC and TIAA. Apella Wealth provides advisory services to a diverse client base, including individual investors, multi-generational families, corporations, and institutional entities. The firm employs a model-driven investment process that integrates quantitative methods, external managers, and technology solutions, offering a range of services from discretionary portfolio management to automated advisory through Betterment.
Expertise
Based on APELLA Wealth
Tax-loss harvesting
Factor investing / smart beta
ESG / Sustainable investing
Retirement plans for business owners (SEP, solo 401k)
Fee options
Financial planning fixed fees negotiated case-by-case, typically one-time unless ongoing services requested
$0 - $500,000: $500,000+: up to 1.50% annually
Financial planning services hourly fees range from $1,000 to $25,000 depending on complexity; ongoing annual fixed fee also available
Account minimum: $500,000
Location
65 Memorial Drive, Suite C340
West Hartford, CT 06107
Most active in
Kurtis J has reported serving >5 clients in these states in the last 12 months.
Connecticut · Virginia
Work history
Apella Wealth
2025 - Present (1 year)
PBMARES Wealth Management LLC
2018 - 2025 (7 years)
TIAA
2012 - 2018 (6 years)
TIAA-CREF
2012 - 2018 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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