Brian Curtin
Curtin Financial Services · Burlington, Massachusetts
Brian Curtin is a fee-only financial advisor at Curtin Financial Services in Burlington, Massachusetts. Curtin Financial Services reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Curtin Financial Services |
|---|---|
| Based in | Burlington, Massachusetts |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $1.5M across 2 accounts |
| SEC registration | Investment adviser representative in MA · CRD 2617477 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Brian's firm compares
- Curtin Financial Services's average account is about $750,000, from its Form ADV (assets managed divided by 2 accounts).
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Questions about Brian
Is Brian Curtin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Curtin Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Curtin Financial Services, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Curtin based?
Brian Curtin is based in Burlington, Massachusetts.
Is Brian Curtin registered with the SEC?
Yes. Brian Curtin is registered as an investment adviser representative in MA (CRD 2617477), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Curtin Financial Services manage?
Curtin Financial Services reports $1.5M across 2 accounts in assets under management.
How do I contact Brian Curtin?
Contact details aren't on file yet. Search for Curtin Financial Services.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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