# Joseph Curran

> Joseph Curran is a fee-only financial advisor at Breachway Investments in West Hartford, Connecticut, who holds the CFP and CRPC credentials. Joseph charges a percentage of assets, an ongoing planning fee and hourly fees and focuses on retirement planning, small business owners and founders (pre-exit).

Page: https://find.wellspent.co/advisors/joseph-curran/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Breachway Investments
- **Based in:** West Hartford, Connecticut
- **Fee model:** Percentage of assets; Ongoing planning fee; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $164.9M across 442 accounts
- **Credentials:** CFP, CRPC
- **Specialties:** Retirement planning, Small business owners, Founders (pre-exit)
- **Works with:** Retirees, Pre-retirees
- **CRD:** 3024167 (https://adviserinfo.sec.gov/individual/summary/3024167)
- **SEC registration:** Investment adviser representative in RI, TX
- **Exams passed:** Series 63 (1999), Series 65 (2001)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://breachwayinvestments.com

## Frequently asked questions

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

Yes. Joseph Curran is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Joseph's firm.

### How does Joseph charge for financial advice?

Joseph charges a percentage of assets, an ongoing planning fee and hourly fees.

### Where is Joseph Curran based?

Joseph Curran is based in West Hartford, Connecticut.

### What does Joseph specialize in?

Joseph's specialties include retirement planning, small business owners and founders (pre-exit). Joseph works with retirees and pre-retirees.

### What credentials does Joseph Curran hold?

Joseph Curran holds the CFP and CRPC credentials.

### Is Joseph Curran registered with the SEC?

Yes. Joseph Curran is registered as an investment adviser representative in RI and TX (CRD 3024167), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Breachway Investments manage?

Breachway Investments reports $164.9M across 442 accounts in assets under management.

### How do I contact Joseph Curran?

Through Joseph's website, breachwayinvestments.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45959): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.breachwayinvestments.com/): specialties, clients served, and fees, checked October 28, 2026

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