Advisor at Curtis Advisory Group, 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.
Location
Santa Barbara, CA 93101
Credentials
Series 63, Series 65
Industry experience
24 years
Ryan Curtis is a financial advisor at Curtis Advisory Group, LLC in Santa Barbara, CA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Curtis Advisory Group since 2009, working alongside two other advisors. Curtis Advisory Group serves individual and high-net-worth clients as well as pension and employee benefit plans, providing portfolio management, financial planning, pension consulting, and a subscription securities-rating service. The firm manages approximately $485 million in assets, offering both discretionary and non-discretionary advisory programs tailored through interviews and written investment policy statements.
Based on Curtis Advisory Group, LLC
Based on Curtis Advisory Group, LLC
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25% $10,000,001+: 0.10%
Subscription security ratings service included in price of other services; no additional fee
Account minimum: $1,000,000 Fee-only: Ongoing financial planning fees negotiated between $1,800 and $5,000 depending on level of services; Investment oversight and tracking fees typically fixed monthly amount, negotiable
735 State Street, Suite 214
Santa Barbara, CA 93101
California · Texas
Curtis Advisory Group, LLC
2009 - Present (17 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
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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Peckham, David A
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CFA®, Series 63
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Placera Capital Management LLC
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PFS™, Series 65
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Jean Luc Bourdon is a financial advisor at Lucent Wealth Planning, LLC in Santa Barbara, CA, holding the PFS™ designation and Series 65 license with 19 years of industry experience. He has worked at Lucent Wealth Planning since 2018 and previously operated as a sole proprietor and at BrightPath Wealth Planning. Lucent Wealth Planning provides wealth management, discretionary investment management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, emphasizing asset allocation, diversification, and low-turnover passive funds.
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