Curtis Lacy - Local Financial Advisor

Your Local Fiduciary in College Station, Texas — Curtis Lacy, CFP®, Kingsview Partners

Independent advice. Personalized guidance. Backed by a national fiduciary firm that puts your goals first.

As a Partner and Wealth Manager at Kingsview Partners, Curtis Lacy, CFP® serves clients throughout College Station with a straightforward mission — to provide transparent, fiduciary-driven financial advice that helps you build, preserve, and enjoy your wealth with confidence.

Kingsview’s team of specialists brings institutional-level research, advanced planning tools, and a personal approach to every financial decision you make.

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Why Clients Work With Curtis

A Fiduciary Partner Who Puts You First

As a fiduciary advisor, Curtis is bound by law — and guided by principle — to act solely in your best interest. That means no commissions, no hidden incentives, and no conflicts of interest.

Clients choose Curtis for his clarity, commitment, and the ability to translate complex financial concepts into actionable strategies that align with your goals.

Fee-based fiduciary approach focused on transparency and trust
Personalized investment, retirement, and estate planning
Seamless coordination across tax, insurance, and wealth management
Support from Kingsview’s national team of specialists
Local presence, national strength

I made this move to serve your best interest as a true fiduciary. Your accounts will be custodied at familiar firms like Charles Schwab and Raymond James, and transfer fees are rebated when you move your accounts. I’m still the advisor you know and trust — I’m just bringing you more capability.

Curtis Lacy, CFP® PARTNER | WEALTH MANAGER

THE KINGSVIEW ADVANTAGE

The Power of a National Firm, with a Local Touch

Working with Curtis means gaining access to Kingsview’s full suite of tools, technology, and specialists — without losing the personal connection you value. From advanced retirement planning to legacy preservation, every solution is designed to bring clarity, confidence, and consistency to your financial life.

$8 Billion

Assets Under Management

50+ Offices

Located Nationally

10,000+

Families Served

100%

Fiduciary Commitment

EXPLORE FINANCIAL RESOURCES

Insights, Tools & Education — Curated for College Station Investors

Stay informed with Kingsview’s library of expert insights, financial guides, and educational videos — all designed to help you make smarter, more confident decisions about your wealth.

START LEARNING

eBook

The Retirement Tax Bomb

Don’t let these hidden tax surprises blow up your retirement plans.

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For Business Owners

The Business Owner's Guide to Lasting Wealth

Turn your hard work and sweat equity into lasting wealth.

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eBook

The Retirement Income Playbook

A comprehensive guide to working with Curtis.

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TRUSTED GUIDANCE

Common Questions, Clear Answers.

What’s your minimum investment?

How do you get paid?

How often do we meet?

How is Kingsview different from other firms?

Who do I call with questions?

Questions or Ready to Get Started?

Schedule a call or send us a message — we’re here to help.

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This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Investment advisory services are offered through Kingsview Wealth Management, LLC ("KWM"), an SEC Registered Investment Adviser. Insurance products and services are offered and sold through Kingsview Insurance Services, LLC ("KIS"), by individually licensed and appointed insurance agents. KWM and KIS are subsidiaries of Kingsview Partners.