Insights

Retirement Planning Upsell Target near-retirees and retirees with enhanced retirement income planning, tax-efficient withdrawal strategies, and healthcare cost considerations to grow advisory engagement.

AUM Growth Potential Recent asset allocations and stakes indicate growing assets under management; offer scalable portfolio management analytics and expanded client acquisition to convert capital into longer-term relationships.

Digital Marketing Upgrade Current tech stack hints at a basic online presence; partnering to upgrade the website, implement a CRM, lead capture, and marketing automation to boost client inquiry and onboarding.

Client Onboarding Efficiency Independence and senior-team access are key strengths; streamline onboarding, introduce secure document exchange, e-signature, and scheduling to improve client experience and capacity.

Independent Value Positioning As a small independent firm, emphasize fiduciary duty, transparent pricing, and highly personalized planning to attract quality clients and cross-sell services like estate and tax planning.

Similar companies to Curtis Advisory Group, LLC

Curtis Advisory Group, LLC Tech Stack

Curtis Advisory Group, LLC uses 8 technology products and services including Wix, Open Graph, Twemoji, and more. Explore Curtis Advisory Group, LLC's tech stack below.

Wix
Content Management System
Open Graph
Content Management System
Twemoji
Font Scripts
Sirvoy
Hotel Management
Priority Hints
Performance
reCAPTCHA
Security
Piwik
System Analytics & Monitoring
Google Analytics
Web Analytics

Media & News

Curtis Advisory Group invests into assets: stake in Vanguard Russell 1000 Value in the amount of $4.45M.
Curtis Advisory Group LLC purchased a new stake in Vanguard Russell 1000 Value in the 4th quarter worth $4,454,000.
Apr 15, 2024 | www.marketbeat.com

Curtis Advisory Group, LLC's Email Address Formats

Curtis Advisory Group, LLC uses at least 2 format(s):

Curtis Advisory Group, LLC Email Formats	Example	Percentage
First@curtisadvisory.com	John@curtisadvisory.com	67%
First.Last@curtisadvisory.com	John.Doe@curtisadvisory.com	33%
FLast@curtisadvisorygroup.com	JDoe@curtisadvisorygroup.com	100%

Frequently Asked Questions

Where is Curtis Advisory Group, LLC's headquarters located?

Curtis Advisory Group, LLC's main headquarters is located at 735 State Street Suite 214 Santa Barbara, California 93101 United States. The company has employees across 2 continents, including North AmericaOceania.

What is Curtis Advisory Group, LLC's official website and social media links?

Curtis Advisory Group, LLC's official website is curtisadvisorygroup.com and has social profiles on LinkedIn.

What is Curtis Advisory Group, LLC's NAICS code?

Curtis Advisory Group, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Curtis Advisory Group, LLC have currently?

As of May 2026, Curtis Advisory Group, LLC has approximately 3 employees across 2 continents, including North AmericaOceania. Key team members include Lead Advisor, Partner: J. H.Financial Advisor: D. G.. Explore Curtis Advisory Group, LLC's employee directory with LeadIQ.

What industry does Curtis Advisory Group, LLC belong to?

Curtis Advisory Group, LLC operates in the Financial Services industry.

What technology does Curtis Advisory Group, LLC use?

Curtis Advisory Group, LLC's tech stack includes WixOpen GraphTwemojiSirvoyPriority HintsreCAPTCHAPiwikGoogle Analytics.

What is Curtis Advisory Group, LLC's email format?

Curtis Advisory Group, LLC's email format typically follows the pattern of First@curtisadvisory.com. Find more Curtis Advisory Group, LLC email formats with LeadIQ.

When was Curtis Advisory Group, LLC founded?

Curtis Advisory Group, LLC was founded in 2009.

Curtis Advisory Group, LLC

Q: How many employees does Curtis Advisory Group, LLC have currently?

Curtis Advisory Group, LLC has approximately 3 employees.

Q: What technology does Curtis Advisory Group, LLC use?

Curtis Advisory Group, LLC's tech stack includes Font Awesome, Google Cloud, X-Content-Type-Options, 1Password, WebsiteBuilder.

Q: What is Curtis Advisory Group, LLC's NAICS code?

Curtis Advisory Group, LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States2-10 Employees

Curtis Advisory Group, LLC is an independent wealth management firm based in Santa Barbara, California. It provides straightforward guidance on finances and aims to help clients grow, manage, and draw income from their investments. Clients have direct access to a senior team with decades of industry experience to inform their financial decisions.

Within the financial services sector, the firm operates as a small, independent practice serving clients through several life stages—those approaching retirement, retirees, and individuals in their 30s and 40s. The firm emphasizes tailored, experience-backed guidance to help clients navigate risk, plan for future spending, and align investments with long-term objectives.

Company Overview

Headquarters: 735 State Street Suite 214 Santa Barbara, California 93101 United States
Website: curtisadvisorygroup.com
NAICS Code: 52 - Finance and Insurance
Founded: 2009
Employees: 2-10