Stephen Curran
Stephen Curran is a registered investment advisor at Curran Financial Partners, LLC, based in Dripping Springs, TX, with 9 years of industry experience. Stephen 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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Stephen is the Vice President of Susan Curran Financial, providing tax and accounting services, dedicating about 10-20% of his time. He also serves as a board member for Dripping Springs Columbus Charities and a registered agent for Helping Hands Sierra Leone, both charitable organizations, dedicating minimal time to each. Stephen also works as a Fireline EMTB on a contract basis as needed.
Employment History
Current Registrations
Curran Financial Partners, LLC
State Registrations1 state
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