Curtin Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Curtin Financial Services works with individual clients, small businesses and trust accounts to provide financial planning, investment advisory, retirement and education planning, and prepares federal and state income tax returns. The brochure reports the firm manages a small number of client accounts and reported approximately $3.25 million in assets under management as of 12/31/2017.
The firm emphasizes personalized, face-to-face advice, meeting with each client to align recommendations with their age and risk tolerance and reviewing accounts on a regular schedule. Investment recommendations are presented on a non-discretionary basis and are selected after research into funds and products described in the brochure as highly rated, lower-fee vehicles.
What is distinctive is the combination of investment advisory services with ongoing tax-preparation and accounting expertise, and a principal with a long career in accounting, pension work and public-sector treasury roles that the brochure highlights. The firm also notes it does not use percentage-of-assets billing and does not accept discretionary authority over client assets, practices that differ from many independent advisers.
Client services
Expertise
Fee options
Financial planning and retirement planning fees range from $25 to $50 per hour; income tax return preparation fees range from $100 to $400 based on hours spent
Minimum fee: Fixed annual fee ranges from $500 to $1,000 based on assets under management or hours spent
Main office
35 Center Street
Burlington MA 01803
Advisors at this office
1
Most active in
Massachusetts
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.
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