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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Vertex eagleVector harbor
- Established Date
- 09-13-2021
- Office Locations
- 1
Office Locations
About Curated Capital & Planning LLC
Curated Capital & Planning is a fee-only, fiduciary CFP(R) practice led by Anne Marie Webster, serving couples nationwide (virtually), with a niche in remarried and over-50 partners navigating complex family and money dynamics. The firm delivers collaborative, holistic financial planning alongside ongoing investment management, commonly implemented with ETF portfolios. Member of XY Planning Network and NAPFA; custody includes Charles Schwab.
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Owner & Executives
Anne Marie Webster
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5681694
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,495,212 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,495,212 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,495,212
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,399,422,347 | 18.3% |
| Cash | $3,785,322,741 | 49.5% |
| Public Funds | $2,462,371,561 | 32.2% |
| Total | $7,647,116,649 | 100.0% |