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Warren Curtis

Advisor at Interactive Financial Advisors

Updated today
Interactive Financial Advisors logo

Firm

Interactive Financial Advisors

Location

Salt Lake City, UT 84117

Credentials

CFP®, Series 63, Series 65

Industry experience

26 years

Fee options

Fixed

Fixed fees for financial planning services ranging generally from $48 to $7,500, negotiable depending on scope and complexity

Percentage

$0 - $24,999: 0.95% - 2.45% (Non 403b accounts, Invest With Trust service) $25,000 - $49,999: 0.90% - 2.40% (Non 403b accounts, Invest With Trust service) $50,000 - $249,999: 0.80% - 2.30% (Non 403b accounts, Invest With Trust service) $250,000 - $499,999: 0.71% - 1.91% (Non 403b accounts, Invest With Trust service) $500,000 - $999,999: 0.62% - 1.82% (Non 403b accounts, Invest With Trust service) $1,000,000+: 0.50% - 1.70% (Non 403b accounts, Invest With Trust service) $0 - $24,999: 1.02% - 2.52% (403b accounts, Invest With Trust service) $25,000 - $49,999: 0.97% - 2.47% (403b accounts, Invest With Trust service) $50,000 - $249,999: 0.87% - 2.37% (403b accounts, Invest With Trust service) $250,000 - $499,999: 0.72% - 1.92% (403b accounts, Invest With Trust service) $500,000 - $999,999: 0.57% - 1.77% (403b accounts, Invest With Trust service) $1,000,000+: 0.42% - 1.62% (403b accounts, Invest With Trust service) $1,000 - $24,999: 1.35% (Legacy service) $25,000 - $49,999: 1.30% (Legacy service) $50,000 - $249,999: 1.25% (Legacy service) $250,000 - $499,999: 1.21% (Legacy service) $500,000+: 1.00% (Legacy service)

Commissions

Some Investment Adviser Representatives (IARs) are also registered representatives and may earn commissions and 12b-1 fees through securities broker-dealer activities; insurance commissions may also be earned by some IARs

Project-based

$100 to $400 per hour for modular financial planning or general consulting services

Other

Account minimum: $1,000 minimum, with some strategies requiring $2,000 to $25,000 minimum Minimum fee: Account service fees: $10 per quarter for accounts $24,999.99 and under; $18.75 per quarter for accounts $25,000 or more (Invest With Trust service); $12.50 per quarter for Legacy service accounts Fee-only: Portfolio management fees based on percentage of assets under management; fixed fees for financial planning ($48 to $7,500); hourly fees for consulting ($100 to $400 per hour)

Work history

Fortune Financial Services

2020 - Present (6 years)

Brooklight Place Securities, Inc.

2017 - 2020 (3 years)

Gwn Securities, Inc.

2012 - 2016 (4 years)

Interactive Financial Advisors

2005 - Present (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Mark P

CFP®

Holladay, UT

Outpost Advisors, LLC

As a Principal and Financial Planner at Outpost Advisors, Mark spends his time creating unique financial plans that power our clients’ family visions and dreams for life. Mark is raising three girls in Salt Lake City, Utah with his wife Amelia, who practices medicine as an Obstetrician and Gynecologist. After graduating from Princeton University, Mark began his career at the International Monetary Fund teaching central bankers how to budget (whilst managing interest rates, monetary policy and political instability). In his free time he taught classes in financial literacy to DC-area families dealing with poverty. From there, he moved on to mortgage finance giant Freddie Mac, where he helped to execute the largest preferred equity capital raise in US history. Next, he spent a year at Jones Lang Lasalle managing a $750M asset portfolio for the Army, before relocating to Utah where he helped to build the outdoor retailer Backcountry.  Before leaving to found Outpost Advisors Mark spent 5 years as a leader at ExpertVoice, a technology startup funded by Bain Capital and Sorenson Capital. Mark has had the great joy of leading individuals and families in budgeting, family visioneering and financial stewardship for several years – both at work and through volunteer roles at church. Mark can also often be found blogging about all of these at the website Abraham’s Wallet. Mark holds an MBA from The George Washington University with a focus on finance. When he’s not playing with spreadsheets, Mark enjoys everything on offer in the mountains of Utah, whether it’s skiing, trail running, hunting, climbing or riding bikes with his family.

Business ownership considerations Business succession planning Family Business Doctor or Medical Professional Intergenerational Families

Stephen B

CFP®

West Jordan, UT

Evergreen Financial Group

We focus on helping Christian outdoor focused individuals and churches

Christian Faith Based Gen Y/Millennials (Born 1980-1995)

Tyler B

CFP®, Series 66

Sandy, UT

Edward Jones

Retirement income strategy Charitable giving & philanthropy General retirement planning Wealth management

Cristopher G

Series 63, Series 66

Sandy, UT

Fidelity

Cristopher Garff is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He collaborates with high net worth households to understand their unique goals and needs, assisting clients in creating individualized and comprehensive financial plans. Cristopher has been with Fidelity Investments since 1999, holding various roles including Senior Relationship Officer, Relationship Officer, Client Management Representative, Retirement Income Planning Consultant, Investment Representative, Financial Representative, Service Trader, and Customer Service Representative. This extensive experience has provided him with a broad understanding of financial services and client management.

Wealth management Retirement income strategy Income planning Financial Professional

Jason P

Series 63, Series 66

Salt Lake City, UT

Merrill

Jason Pierce is a Wealth Management Advisor and partner of a wealth management group in the Philadelphia area at Merrill Lynch Wealth Management, where he has worked since 2014. He works with affluent individuals and families to address their financial goals and streamline their wealth management services. Jason specializes in family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. Jason holds a Bachelor's Degree from the University of Scranton and has earned the Chartered Financial Analyst (CFA) designation as well as the CERTIFIED FINANCIAL PLANNER (CFP) professional certification. His approach to wealth management is planning-based and process-oriented, emphasizing a full-service and holistic role as a trusted advisor to his clients. He is committed to providing high levels of service and attention to detail, supported by a cohesive team that helps address clients' specific financial goals and concerns. Outside of his professional responsibilities, Jason is involved with the Chestnut Hill Community Association. He lives in Philadelphia with his wife, Ellen, and their children. Jason participates in coaching high school and grade school basketball, aiming to share his passion for sports with the next generation. In his free time, he enjoys playing squash, basketball, and golf.

Wealth management General estate planning guidance

Bryan B

Series 63, Series 66

Murray, UT

Fidelity

Bryan Bales is a Financial Consultant currently working at Fidelity Investments, where he has been since 2016. Prior to his current role, he served as a Portfolio Specialist at Fidelity Investments from 2017 to 2021 and as an Investment Solutions Representative from 2016 to 2017. Before joining Fidelity, Bryan worked as a Wealth Management Advisor at TIAA from 2014 to 2016. In his role as a Financial Consultant, Bryan supports and provides guidance to high net worth clients. He focuses on assisting clients in building long-term financial plans and discussing appropriate investment options aimed at achieving lifetime financial freedom. Bryan holds insurance licenses in Arkansas and California. Outside of his professional work, Bryan enjoys biking, family activities, hiking, outdoor adventures, and running.

Wealth management Passive / index investing Active portfolio management
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