Advisor at Curated Wealth Solutions, 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
Curated Wealth Solutions, LLC
Location
Denver, CO
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
30 years
Sally Lieb is a CFP® and ChFC® with 30 years of experience in financial advisory services. She is the principal advisor at Curated Wealth Solutions, LLC, an independent firm based in Denver, CO. Her prior roles include positions at Kestra Advisory Services, Kestra Investment Services, and NFP Advisor Services. Curated Wealth Solutions serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and insurance and annuity recommendations. The firm’s investment approach is based on modern portfolio theory and evidence-based asset allocation, primarily using diversified, passively managed mutual funds and ETFs, and manages client accounts on a discretionary basis.
Based on Curated Wealth Solutions, LLC
Based on Curated Wealth Solutions, LLC
Fixed financial planning fees range from $4,000 to $8,000 based on complexity
$1 - $2,000,000: 1.30% annually $2,000,000.01 - $3,000,000: 1.15% annually $3,000,000.01 - $5,000,000: 1.00% annually $5,000,000.01 - $7,000,000: 0.85% annually $7,000,000.01 - $10,000,000: 0.75% annually $10,000,000.01+: 0.65% annually
$400 per hour for financial planning services
Fee-only: Financial planning fixed fees between $4,000 and $8,000; hourly fees $400 per hour
Denver, CO
California · Colorado · Washington
Curated Wealth Solutions, LLC
2022 - Present (4 years)
Kestra Advisory
2016 - 2023 (7 years)
Kestra Investment Services, LLc
2015 - 2023 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
CFP®
Denver, CO
True Riches Financial Planning
CFP®, Series 63, Series 65, Series 66
Denver, CO
46 North Financial
Series 63, Series 65
Denver, CO
Skidmore Advisory Services, Inc.
CFP®, Series 65
Greenwood Village, CO
Sample Financial Solutions, LLC
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
Series 63, Series 66
Centennial, CO
Visionary Planning & Investment, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")