Susan Curran
Curran Financial Partners · Dripping Springs, Texas
Susan Curran is a fee-only financial advisor at Curran Financial Partners in Dripping Springs, Texas, who holds the CFP credential. Curran Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Curran Financial Partners |
|---|---|
| Based in | Dripping Springs, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $20.5M across 81 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 1795637 |
| Exams passed | Series 63 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Susan's firm compares
- Curran Financial Partners's average account is about $253,000, from its Form ADV (assets managed divided by 81 accounts).
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Questions about Susan
Is Susan Curran a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Susan holds no broker registration, and Curran Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Susan charge for financial advice?
Susan's firm, Curran Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Susan Curran based?
Susan Curran is based in Dripping Springs, Texas.
What credentials does Susan Curran hold?
Susan Curran holds the CFP credential.
Is Susan Curran registered with the SEC?
Yes. Susan Curran is registered as an investment adviser representative in TX (CRD 1795637), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Curran Financial Partners manage?
Curran Financial Partners reports $20.5M across 81 accounts in assets under management.
How do I contact Susan Curran?
Contact details aren't on file yet. Search for Curran Financial Partners.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dripping Springs
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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