Curran Financial Partners

What Curran Financial Partners does

Curran Financial Partners LLC is an independent, SEC-registered investment advisory firm headquartered on Daniel Island, South Carolina, focused exclusively on retirement planning for near-retirees and retirees. The firm operates across four South Carolina offices (Daniel Island, Myrtle Beach, Bluffton, Summerville) and serves a mass-affluent client base screened at a $250,000 minimum. Its core methodology is a proprietary three-visit Complete Plan Review (CPR) process — Discovery, Planning, and Mutual Commitment — supported by an integrated service stack covering investment management, tax preparation (via affiliate Tyson Accounting Services), estate planning (contract attorney Justin Tapp), annuities, life insurance, long-term care strategies, and IRA/401(k) rollover and legacy planning.

The firm's technology stack is built on third-party platforms rather than proprietary infrastructure: eMoney for client financial planning, Charles Schwab for custody and trade execution, CalcXML for embedded retirement calculators, Wistia for video, and Calendly for scheduling. Account data lives in the Schwab/eMoney environment, not in a Curran-owned system. The firm also holds a sub-advisory role on the Truth Social God Bless America ETF (YALL) on NYSE Arca, managed by founder Adam Curran under an America-First investment thesis.

Revenue is generated through five streams: percentage-based AUM fees (1-2.5% of portfolio value), flat-fee financial plans ($500-$10,000+), insurance commissions on annuities and life products, tax preparation fees through Tyson Accounting, and ETF sub-advisory fees on YALL ($101.7M AUM at 0.65% expense ratio). GTM is community- and content-led: the 'Retire Y'all' radio show broadcasts on 7+ South Carolina stations, supported by a podcast, YouTube channel, two lead-generation books, and a Wall of Honor veteran community program. Lead flow is filtered through a $250K-asset and age-50-plus qualification form.

Name

Curran Financial Partners

Legal name

Curran Financial Partners LLC

Website

https://curranfinancialpartners.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Curran Financial Partners is an independent, SEC-registered retirement planning firm in South Carolina serving near-retirees and retirees through a proprietary 3-visit Complete Plan Review process across four offices, integrating investment management, tax, and estate services on the eMoney/Schwab platform.

Ownership category

akta.pro rank

Product category

Retirement Financial Planning

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

akta.pro secondary industry

Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

• Retirement planning services
• Wealth management advisory
• Financial planning advisory
• Retirement income strategies
• Estate planning services

Headquarters

HQ city

Charleston

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Fee-Based Investment Advisory: Percentage-based fees levied on portfolio value for professional investment management. Ranges approximately 1-2.5% of total assets under management. Combined fee structure may include mutual fund internal fees totaling 3-4% annually.
2. Fee-Only Financial Planning: One-time flat fees for physical financial plan documents, ranging from $500 to $10,000 or more depending on plan complexity.
3. Insurance Products: Commission-based revenue from recommending annuities and life insurance products. As independent advisors, they offer products from multiple carriers.
4. Tax Preparation Services: Tax preparation services offered through affiliated Tyson Accounting Services and Louis Tyson, IRS-licensed Enrolled Agent with 25+ years experience.
5. ETF Sub-Advisory Fees: Adam Curran of Curran Financial Partners serves as portfolio manager for the Truth Social God Bless America ETF (YALL), a $101.7M actively managed fund with 0.65% expense ratio, receiving sub-advisory fees.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Curran Financial Partners is an independent, SEC-registered financial advisory firm that provides comprehensive retirement planning for individuals approaching or in retirement. Core services include retirement income strategies, wealth management and investment advisory, asset protection through annuities and life insurance, tax-efficient planning, IRA/401(k) rollovers, legacy planning, long-term care planning, and tax preparation delivered through a proprietary 3-visit Complete Plan Review (CPR) process across four South Carolina offices.

Product overview

Curran Financial Partners is an independent, SEC-registered financial services firm offering comprehensive retirement planning services through a unified advisory platform. The core offering centers on the Complete Plan Review (CPR) Planning Process, supported by nine integrated service lines: Retirement Income Strategies, Wealth Management & Investments, Asset Protection, Annuities, Life Insurance, Tax-Efficient Strategies, Long-Term Care Strategies, and IRA & 401(k) Rollovers with IRA Legacy Planning. The firm also provides Medicare guidance through a partnership with AE Medicare Solutions. Educational content includes the 'Retire Y'all' and 'Spend Your Money Y'all' books, the 'Retire Y'all' radio show across multiple South Carolina stations, and the Retire Y'all Podcast. The firm operates with Adam Curran as founder and lead advisor, supported by a team of wealth advisors, tax professionals, client services, and client relations staff.

Differentiator

Problem solved

Functional benefit

Products and services

• Complete Plan Review (CPR) Planning Process A proprietary three-visit planning methodology consisting of Discovery, Planning, and Mutual Commitment phases, followed by ongoing evaluation and retirement plan monitoring for individual clients.
• Retirement Income Strategies Income planning service combining insurance and investment vehicles to create opportunities for long-term growth and guaranteed income throughout retirement for individual clients.
• Wealth Management & Investments Investment advisory service providing asset allocation strategies, portfolio management across stocks, bonds, mutual funds, and retirement accounts for individual clients.
• Asset Protection Diversification strategy combining insurance products and investments to protect retirement assets from market declines and stock market losses.
• Annuities Fixed income insurance product providing guaranteed income streams, tax-deferred compounding, and various lifetime payout options from multiple carriers.
• Life Insurance Term and permanent life insurance products providing coverage between five and seven times gross annual income for beneficiary protection, sourced from multiple carriers.
• Tax-Efficient Strategies Tax-deferred investment strategies designed to minimize current income taxes and potentially reduce tax burden during retirement, including Roth conversions and tax-deferred vehicles.
• Long-Term Care Strategies Planning service evaluating products and strategies for potential long-term care expenses including at-home care and assisted living costs.
• IRA & 401(k) Rollovers Service helping clients roll over employer-sponsored retirement plans and IRAs to maintain tax-deferred growth during retirement.
• IRA Legacy Planning Strategy for structuring IRA assets to provide beneficiaries with regular income streams while leaving remaining balance invested for tax-deferred growth.
• Tax Preparation Services Income tax preparation services offered through affiliated Tyson Accounting Services, led by Louis Tyson, an IRS-licensed Enrolled Agent with 25+ years of experience serving individuals and small businesses.
• Medicare Guidance Service Medicare navigation support provided through AE Medicare Solutions partnership, covering Medicare Supplement, Medicare Advantage, and Prescription Drug Plans in the South Carolina market.
• Truth Social God Bless America ETF (YALL) Sub-Advisory Sub-advisory portfolio management services for the Truth Social God Bless America ETF (YALL), an actively managed NYSE Arca-listed fund with America-First investment philosophy, $101.7M AUM and 0.65% expense ratio.

Quantifiable outcome

• First-year satisfaction guarantee: 100% refund of management fees if not completely satisfied
• +1 more outcomes

Named customers2 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature2 records

Partnerships

Four partnerships are on record, tiered core.

• Yorkville America Equities / Truth Social FundscoreStrategic or Co-development Partner · 28 January 2026Adam Curran of Curran Financial Partners serves as portfolio manager for the Truth Social God Bless America ETF (YALL), the first actively managed fund in the Truth Social Funds suite under Truth.Fi fintech brand of Trump Media & Technology Group Corp. Yorkville America Equities is sponsor and investment advisor; Curran Financial Partners continues as sub-advisor overseeing day-to-day portfolio management with America-First investment thesis focused on U.S.-focused innovation, energy independence, and domestic economic leadership. Fund has $101.7M in assets with 0.65% expense ratio, listed on NYSE Arca.
• AE Medicare SolutionscoreStrategic or Co-development PartnerMedicare partnership providing clients with guidance on Medicare Supplement, Medicare Advantage, and Prescription Drug Plans. AE Medicare Solutions is licensed insurance sales agent helping answer Medicare questions and guide clients through coverage decisions. Firm represents 18 organizations offering 54 products in South Carolina area. Partnership includes form-based lead generation on Curran Financial Partners website.
• Charles SchwabcoreTechnology or IntegrationClient account custody and trading services through Charles Schwab. Trading department at Curran Financial Partners executes all transactions within client Charles Schwab accounts. Client login available through Schwab portal on firm website.
• Advisors Excel, LLCChannel Partner/ Reseller/ DistributorMarketing partner based in Topeka, KS (2950 SW McClure Rd, Topeka KS 66614) involved in Medicare partnership lead generation. Permissions obtained for contact via form submissions.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Carson Wealth: Large independent RIA and coaching-focused wealth platform serving mass-affluent and retiree clients. Comparable to Curran as a fiduciary advisory firm with multi-channel marketing and retirement-income specialization, though at significantly greater scale.
• Edelman Financial Engines: One of the largest independent RIAs in the US, built around retirement plan participant advice and holistic retirement planning. Closely aligned with Curran's retirement-income and managed-account value proposition.
• Creative Planning: Independent, fee-only RIA offering comprehensive wealth, tax, and estate planning to households nationwide. Comparable to Curran as a fiduciary firm bundling investments, tax, and retirement-income services.
• Mariner Wealth Advisors: Independent national RIA providing financial planning, tax, estate, and retirement advice. Comparable full-stack service offering and fiduciary positioning, though at substantially larger scale.
• Buckingham Strategic Wealth: Independent, fee-only RIA focused on evidence-based retirement and wealth planning for households. Strong comparable as a retirement-focused fiduciary firm with similar holistic planning methodology.
• Commonwealth Financial Network: Independent broker-dealer and RIA supporting hundreds of retirement-focused advisors. Comparable to Curran in advisor-support model and retirement client base, with similar fiduciary vs. commission considerations.
• Fisher Investments: Large independent investment management firm serving high-net-worth and retirement savers. Comparable as an independent, founder-led portfolio manager with strong personal-brand marketing, though much larger AUM.

Broad incumbents

• Cetera Financial Group: Large independent broker-dealer / RIA network offering retirement planning, insurance, and wealth services through affiliated advisors. Overlaps Curran's retirement, insurance, and investment offerings but operates at significantly broader scale and via affiliated reps.
• Charles Schwab: Custodian and retail wealth manager; Curran custodies client assets at Schwab and uses Schwab for trading. Schwab's retail advisory and Schwab Intelligent Portfolios also compete with Curran's managed-account services at materially lower price points.
• Fidelity Personal Investing: Major retail broker with Fidelity Wealth Services, Fidelity Go, and retirement-income offerings. Competes with Curran for IRA rollover and retirement-investor dollars, with structural cost and brand advantages.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCV4Bg9u5DsxtcHGCILRj4Pw

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Curran Financial Partners