Advisor at Curtain Wealth Planning L.L.C.
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Firm
Curtain Wealth Planning L.L.C.
Location
Park City, UT
Credentials
CFP®, Series 63, Series 66
Industry experience
23 years
Stephen Lay is a CFP® professional with 23 years of experience in the financial services industry. He is the sole advisor at Curtain Wealth Planning L.L.C. and previously worked at LPL Financial for 19 years before retiring for two years. Curtain Wealth Planning is an independent, state-registered advisory firm serving individuals and high-net-worth clients. The firm focuses on passive investing and Modern Portfolio Theory, using low-cost index funds and ETFs with a long-term, buy-and-hold strategy, and offers wealth management and financial planning services through flat and hourly fee structures.
Based on Curtain Wealth Planning L.L.C.
$325.00 per hour
Fee-only: Hourly fee of $325.00 per hour
Park City, UT
Texas · Utah
Curtain Wealth Management L.L.C.
2023 - Present (3 years)
Retired
2021 - 2023 (2 years)
Lpl Financial
2002 - 2021 (19 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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®, Series 66
Heber City, UT
Balanced Capital
Series 63, Series 65
Midway, UT
Kellam Insurance and Financial Services LLC
CFA®
Park City, UT
Gaard Capital LLC
Series 66
Heber City, UT
John McAndrew Financial Advisors LLC
Series 65
Heber, UT
Nibley Financial LLC
Series 65
Heber City, UT
Redgrove Capital LLC.
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