Curran Financial Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“We will charge an hourly fee of $250 for our financial planning, financial consulting, and retirement planning services.”

Flat or project fee

$3,000

“Curran Financial Partners may also provide a comprehensive financial plan for a fixed fee of $3,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Curran Financial Partners, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Any fees that are due, but have not been paid, will be billed to you and are due immediately.”
• “We have an initial account set up fee of $250 which may be waived and negotiable based upon certain circumstances.”
• “Fees are prorated based on the number of days service is provided during the initial billing period for your account opened at any time other than the beginning of the billing period.”

How Curran Financial Partners, LLC’s fees compare

• Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
• None of the 2 other planners in Dripping Springs that publish an hourly rate charge less.
• Its flat or project fee of $3,000 is below the Texas median of $3,850. 38% of the 401 other Texas planners that publish a flat or project fee charge less.

About Curran Financial Partners, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Tax planning
• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

32

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$20,498,226

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

281524

Phone

(512) 858-0805

Other planners in Dripping Springs that publish fees

• JPL Wealth ManagementDripping Springs$400/hr, $3,000⁠-⁠$10,000
• Optas, LLCDripping Springs$500/hr
• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000

Compare all 3 planners in Dripping Springs