Curran & Company Wealth Advisory fees
Financial planner in Bel Air, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 21, 2026, Curran & Company Wealth Advisory (Bel Air, MD) charges $400 an hour and a flat or project fee of $3,000-$5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 21, 2026. Fees can change.
- Hourly rate
- $400/hr
Above the Maryland median of $300; 76% of the 75 other planners in Maryland that publish an hourly rate charge less. The one other planner in Bel Air charges less.
“The Advisor also offers stand-alone financial planning services for an hourly fee of $400 per hour, or a fixed engagement fee ranging from $3,000 to $5,000 per engagement.”
- Flat or project fee
- $3,000-
$5,000 Runs from below the Maryland median of $4,600 to above it.
From the same sentence as above.
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab) and CPA
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Curran & Company Wealth Advisory bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “The balance shall be invoiced upon completion of the agreed upon deliverable[s].”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 21, 2026
- CRD number
- 344308 (opens in new tab)
- Phone
- (410) 814-2463
Other planners in Bel Air that publish fees
- DouglasBradley LLCBel AirHourly $250/hr, Flat $300-$1,000
- Town CapitalBel AirFlat $1,200-$8,000
More planners in Maryland that publish fees
- Champion Financial Planning Group, LLCAnnapolisAnnual up to $10,000/yr
- Bontempo Ohly Capital Management, LLCBethesdaHourly $375/hr
- CTG Wealth Management LLCSeverna ParkAnnual $2,000-$6,000/yr
- FortuneNavi Capital Inc.PotomacFlat up to $10,000
- Phoenix Financial Engineering, LLCBaltimoreHourly $185/hr, Flat $1,500-$2,500
- Steeley Advisory, LLCBethesdaHourly $150-$375/hr, Flat $500-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.