# James Curran

> James Curran is a fee-only financial advisor at JPC Wealth Management in Petaluma, California. James charges an ongoing planning fee (ongoing planning from $7,500 a year and 1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/james-curran/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** JPC Wealth Management
- **Based in:** Petaluma, California
- **Fee model:** Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $7,500 a year; 1% a year on the first tier of assets managed; typically works with clients with $2,000,000 or more
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $312.7M across 502 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, High earners
- **CRD:** 709346 (https://adviserinfo.sec.gov/individual/summary/709346)
- **SEC registration:** Investment adviser representative in CA, TX
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.curranandlewis.com

## Frequently asked questions

### Is James Curran a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and JPC Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James charges an ongoing planning fee.

### How much does James charge?

According to JPC Wealth Management's website, checked October 30, 2026: ongoing planning from $7,500 a year; 1% a year on the first tier of assets managed; typically works with clients with $2,000,000 or more.

### Does James work with clients virtually?

Yes. JPC Wealth Management says on its website that it works with clients remotely.

### Where is James Curran based?

James Curran is based in Petaluma, California.

### What does James specialize in?

James's specialties include retirement planning, tax planning and estate & legacy planning. James works with retirees and high earners.

### Is James Curran registered with the SEC?

Yes. James Curran is registered as an investment adviser representative in CA and TX (CRD 709346), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does JPC Wealth Management manage?

JPC Wealth Management reports $312.7M across 502 accounts in assets under management.

### How do I contact James Curran?

Through James's website, www.curranandlewis.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/709346): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://jpcwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.