Curious Crow Financial Planning

No federal registration is publicly associated with the firm. Financial planning entities of this type frequently operate under state-level exemptions or provide advice through a licensed individual while the firm itself remains unregistered. This structure is common among family offices serving fewer than 15 clients, which fall under the SEC's family office rule exemption and may not require registration at all.

Without direct disclosure from the firm, the available signals point toward a fee-for-service model — retainer, hourly, or project-based billing — rather than assets under management fees. This removes the incentive to consolidate assets onto a single platform and aligns the firm with the true multi-custody reality of most substantial family balance sheets.

Firms in this category rarely restrict themselves to a single asset class. The likely mandate spans public equities through directed indexing providers, municipal bond ladders for tax management, private fund due diligence on behalf of qualified purchasers, and direct real estate structuring conversations. The firm's output is more likely a written investment policy statement than a fund-of-funds product.

Likely not. The firm's name emphasizes planning rather than management, and the unbundled financial planning model is built on the premise that custody and advice can be separated. Client assets likely remain at third-party custodians — Fidelity, Schwab, BNY Pershing — with the firm acting as an authorized agent for viewing, reporting, and coordinating execution rather than taking discretion.

No specific governance framework is publicly documented, but financial-planning-oriented family offices generally embed estate planning, generation-skipping trust review, and family meeting facilitation into their ongoing retainer work. The firm name's emphasis on curiosity implies a model that encourages family member financial literacy rather than simply drafting documents and filing them away.