James Curran
JPC Wealth Management · Petaluma, California
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.
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Specialties
Who they serve
- Retirees
- High earners
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 |
| Accepting new clients | Yes |
| Assets under management | $312.7M across 502 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 709346 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.curranandlewis.com |
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Questions about James
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.
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
- JPC Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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