Advisor at Financial Solution Advisors Corp.
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
Financial Solution Advisors Corp.
Location
Centennial, CO
Credentials
CFP®, Series 66
Industry experience
24 years
Theresa Kurtenbach is a CFP® professional with 24 years of experience in the financial advisory industry. She is the owner and president of Financial Solution Advisors Corp. and also serves as president of Kurtenbach & Co., P.C., a certified public accounting firm. Additionally, she is the CFO of JPK Enterprises LLC, a golf equipment sales business. Financial Solution Advisors Corp. is an independent advisory firm that serves individual clients as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides comprehensive financial planning and portfolio management, employing a strategic asset allocation approach with a core-and-satellite framework using index funds, ETFs, and selective active managers.
Financial plan fees range from $350 to $1,750 depending on complexity
Receives commissions from selling annuities, insurance, stocks, bonds, mutual funds, limited partnerships, or other commissioned products
Hourly rate generally $200/hour for follow-on implementation, retainer agreements, tax preparation, and limited scope planning
Account minimum: $40,000 assets under management (minimum annual fee of $400) Minimum fee: $400 minimum annual fee for asset management, negotiable Fee-only: Financial planning fees range from $350 to $1,750, negotiable; hourly planning engagements at $200/hour; tax preparation at $200/hour with $75 minimum; retainer agreements at $200/hour, negotiable
Centennial, CO
Colorado
Triad Advisors, Inc.
2013 - Present (13 years)
Financial Solution Advisors Corp.
2002 - Present (24 years)
Kurtenbach & Co, PC
1992 - Present (34 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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