Curran Financial Partners, LLC
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About
Curran Financial Partners is a registered investment adviser that provides asset management, comprehensive financial planning, and financial consulting to individuals, high‑net‑worth individuals, trusts, estates, and small businesses. As of December 31, 2025 the firm reported discretionary management of $20,498,226 across 81 accounts.
The firm uses fundamental analysis together with Modern Portfolio Theory to build strategic asset allocations, generally implementing portfolios with mutual funds and ETFs and favoring long‑term purchases, rebalancing as needed. Curran Financial prepares Investment Policy Statements, conducts quarterly reviews for discretionary accounts, and communicates with clients through meetings, telephone, and written reports to monitor objectives and risk tolerance.
A notable feature disclosed in the brochure is that a managing member operates a separate accounting and tax services business (Susan Curran Financial LLC) and devotes roughly 70% of her time to that work; she also holds CPA and CFP credentials. That integrated advisor–accounting relationship is explicitly disclosed in the firm’s regulatory materials and is less common among peers in this supported‑advisor category.
Client services
Expertise
Fee options
Comprehensive financial plan available for a fixed fee of $3,000; fees may be negotiable depending on client circumstances.
50 to 125 basis points (0.50% to 1.25%) annually, negotiable
$250 per hour for financial planning, consulting, and retirement planning services.
Minimum fee: Initial account setup fee of $250, which may be waived and is negotiable. Fee-only: Financial planning and consulting offered on a fee-only basis.
Main office
612 W. Us Highway 290
Dripping Springs TX 78620
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Susan C
CFP®, Series 63
Dripping Springs, TX
Curran Financial Partners, LLC
Susan Curran is a CFP® with 13 years of industry experience and is the managing member of Curran Financial Partners, LLC, where she has worked since 2015. She also operates Susan Curran Financial, providing tax preparation and accounting services. Outside of her financial advisory work, she serves as chairperson of the Parish Finance Council at St. Martin de Porres Catholic Church. Curran Financial Partners is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs fundamental analysis and Modern Portfolio Theory to construct long-term, strategic asset allocations, primarily using mutual funds and ETFs, with ongoing portfolio monitoring and client communication.
Stephen C
Series 63, Series 65
Dripping Springs, TX
Curran Financial Partners, LLC
Stephen Curran is a financial advisor at Curran Financial Partners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Curran Financial Partners since 2015. Outside of advising, he serves as Vice President of Susan Curran Financial, a tax preparation and accounting firm, and volunteers as a board member for Dripping Springs Columbus Charities and as a registered agent for Helping Hands Sierra Leone. He also provides standby emergency medical services as a Fireline EMTB on federal wildland fires. Curran Financial Partners is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs fundamental analysis and Modern Portfolio Theory to construct strategic asset allocations, primarily using mutual funds and ETFs with a long-term focus, and provides ongoing portfolio reviews and client communications.
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