Curran Financial Partners, LLC

Curran Financial Partners, LLC is a SEC registered Investment Adviser founded on July 20, 2015, managing $505,652,097 on a discretionary basis as of December 31, 2024. The firm offers Investment Management Services tailored to individual needs through Passive or Active Management. Financial Planning services cover areas like Cash Flow Management, College Savings, Estate Planning, Financial Goals, Insurance, Investment Analysis, Retirement Planning, Risk Management, and Tax Planning. The firm does not provide accounting or tax preparation services directly but has a relationship with Tyson Accounting, LLC for these services. Curran Financial Partners acts as the sub-adviser for The God Bless America ETF (YALL). The firm charges a 1.00% fee for Passive Management and a 1.50% fee for Active Management. Financial Planning fees range from $750 to $1,500. The firm does not engage in wrap fee programs and does not use performance-based fees due to conflicts of interest. Clients have discretion over their investments, and the firm practices both passive and active investment management with a primary focus on technical analysis. The firm serves individuals and high net-worth individuals with no minimum account size requirement. Clients are encouraged to review custodial statements and compare them with reports provided by the firm. Curran Financial Partners does not vote client proxies and does not have any bankruptcy petitions in the past ten years.