Susan Curran
Susan Curran is a CFP-designated registered investment advisor at Curran Financial Partners, LLC, based in Dripping Springs, TX, with 13 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 32 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Curran Financial Partners manages your investments for a fee based on the amount of money you invest. The exact percentage may be negotiable. Fees are charged quarterly in advance, based on the value of your account at the end of the previous quarter. Your account at the custodian may also be charged for certain additional assets managed for you by Curran Financial Partners but not held by the custodian (i.e. variable annuities, mutual funds, 401(k)s).
Location
612 W. Us Highway 290, Dripping Springs, TX, 78620
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Susan is the chairperson of the Parish Finance Council at St. Martin de Porres Catholic Church, dedicating a few hours per week. She also owns Susan Curran Financial, providing tax and accounting services full-time.
Employment History
Current Registrations
Curran Financial Partners, LLC
Previous Registrations
H.D. Vest Advisory Services, INC
State Registrations1 state
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