Curtin Financial Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 22, 2018. Fees can change, so confirm with the firm before you hire them.

Annual fee

$500⁠-⁠$1,000/yr

“Range of fees are from $500-$1,000 a year based on assets under management or hours spent on investments held.”

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

How Curtin Financial Services, Inc.’s fees compare

• Its annual fee of $500-$1,000 is below the Massachusetts median of $8,250. 3% of the 62 other Massachusetts planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Curtin Financial Services, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 1994 (32 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

2

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

133095

Phone

(781) 640-8425

Other planners in Burlington that publish fees

• Andante FinancialBurlington$375⁠-⁠$1,000/qtr
• Greenway Financial Advisors LLCBurlington$275⁠-⁠$500/hr, $4,000⁠-⁠$25,000
• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000
• Access Financial Planning, LLCNewburyport$6,000⁠-⁠$10,000/yr

Compare all 7 planners in Burlington