Joseph Curran
Breachway Investments · West Hartford, Connecticut
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).
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Breachway Investments |
|---|---|
| Based in | West Hartford, Connecticut |
| Fee model | Percentage of assets · Ongoing planning fee · Hourly |
| Accepting new clients | Yes |
| Assets under management | $164.9M across 442 accounts |
| Credentials | CFP · CRPC |
| SEC registration | Investment adviser representative in RI, TX · CRD 3024167 |
| Exams passed | Series 63 (1999) · Series 65 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | breachwayinvestments.com |
| Profile |
How Joseph's firm compares
- Breachway Investments's average account is about $373,000, from its Form ADV (assets managed divided by 442 accounts).
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Questions about Joseph
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Breachway Investments website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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