Curtain Wealth Planning L.L.C.

Curtain Wealth Planning is a state-registered advisory firm that provides wealth management and comprehensive financial planning to individuals and high‑net‑worth individuals. The firm offers a bundled Wealth Management Service that combines investment management and ongoing planning under a flat annual fee of $8,000 (with a stated $1,500,000 account minimum for that service), and it also provides hourly financial planning at $375 per hour for other engagements.

The firm’s investment approach emphasizes passive investing and Modern Portfolio Theory, using low‑cost index mutual funds and exchange‑traded funds with a long‑term, buy‑and‑hold posture and periodic rebalancing guided by a client’s Investment Policy Statement. Investment management is provided on a discretionary basis and the brochure notes that offering investment management services is a recent change to the firm’s service offerings.

Compared with many independent advisers, Curtain Wealth does not charge percentage‑of‑assets‑under‑management fees and does not receive compensation from third parties, relying instead on its stated flat and hourly fee schedules; the brochure also reports the firm currently has no assets under management. The firm maintains a high‑net‑worth focus through the $1.5 million wealth‑management minimum while continuing to make planning services available without a minimum, and it documents a clear, passive‑oriented investment methodology and custody recommendations in its disclosures.