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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Fmn Capital Corporation 23 years, 5 months Jun 1995 - Present
Financial Management Network, Inc. 25 years, 5 months Jun 1993 - Present
Curtis S Farrell & Assoc 33 years, 4 months Jul 1985 - Present

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Retirement Plan Advisory Group
    Membership
    Retirement Plan Advisory Group
    Retirement Plan Advisory Group (RPAG) is a professional alliance of more than 700 independent advisors to take advantage of our unique perspective, strategic approach and expertly crafted system for investment analysis, benchmarking, plan support and communication.
  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Curtis Farrell

Who Does What (in your Retirement Plan)
Published 2017-12-08 08:01:50
Is a Cash Balance Plan Right for my Company?
Published 2017-12-08 06:22:39
BENCHMARKING YOUR RETIREMENT PLAN
Published 2016-11-30 08:36:33
What is the Price of Financial Stress?
Published 2016-08-30 06:29:10
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    How can i find out how much i have in my 401k?
    You can either talk with your HR department to get the name of you companies provider or if you know, just call your provider, Fidelity, John Hancock, American Funds. They ask for your SSN to verify identity. Once they've verified who you are, they'll provide you with your curretn account informat...  (more)
    Answered Feb 2014
    Should I split my 401(k)/403(b) contributions between a traditional and Roth option?
    Great question! Simply, the ROTH or after tax contribution favors younger employeess or those that expect to be in a higher tax bracket at retirement. Unfortunately, 90% of us are in a higher tax bracket today becasue we're working and will be in a lower tax bracket at retirement because we havn't...  (more)
    Answered Feb 2014
    How do i find if I have funds in an account in your organization?
    Always easiest to just call the organization and ask. You should also check the National Registry of Unclaimed Retirement Benefits at www.unclaimedretirementbenefits.com. If it's been a long time, your prior employer make have moved your account here....  (more)
    Answered May 2014
    My Union contract indicates a defined contribution pension plan was established , how can I get info about it?
    You can request a copy of the SPD ( Summary Plan Description ) from the plan administrator. Most likely this is your Union's administrator. It's important to understand your plan since your likely contributing something every pay period. That's what a defined contribution means....  (more)
    Answered Apr 2014
    I am new to this 401k plan, iam a server at ocharleys. i am interested in doing this but where do i start?
    Your goal should be to contribute 10% of your gross income. That's how much you need to save to be able to retire at your normal retirement age. Of course, you'll need to do that for the next 30+ years. If you're older than you'll probably need to increase your savings even more....  (more)
    Answered Apr 2014
    I worked for hon industries in sulphur springs tx. in 1992 & 1993 how do i find my 401k savings?
    You should also check the National Registry of Unclaimed Retirement Benefits at www.unclaimedretirementbenefits.com. If it's been 20 years, your prior employer make have moved your account here....  (more)
    Answered Apr 2014
    Have almost eight thousand got fired how much do I get back the company matched me?
    You always will get back 100% of what you contributed plus a percentage of teh employer match based on your vesting schedule and years of service. At most you'd be 100% vested after 6 years. Best to call the plan provider or plan advisor and ask....  (more)
    Answered Apr 2014
    I have a 401K with a former employer who was recently bought. Wondering if I should transfer the funds and where?
    Although rolling over to an IRA provides more flexibility, the cost will more likely be significantly higher than your new employer provided plan through Vanguard. Especially if your employer is paying for the recordkeeping and investment advisor....  (more)
    Answered Jan 2015
    I cancelled my 401k do I have to request my money or will it be automatically sent to me if I am under 60?
    Great question! Even thought you cancel your contributions, your not allowed to withdrawal the money from the 401(k) unless you meet IRS requirements like termination of employment. That's to make sure the money stays in the plan available for your retirement.Some plans do allow you to take out a...  (more)
    Answered Jul 2014
    I enter my company name to see dashboard information and get another company.
    Many companies have similier names or the retirement plan is sponsored by the parent company. Check your plans SPD ( Summary Plan Description ) to make sure you enter teh right plan name.Lastly, if you work for a company with less than 100 employees, your plans information may not be on Brightscop...  (more)
    Answered Apr 2014
    HOW CAN I GET INFO ABOUT AN OLD PENSION PLAN I HAD WITH BIMBO BRAIDS?
    You should also check the National Registry of Unclaimed Retirement Benefits at www.unclaimedretirementbenefits.com. If it's been a numer of years, your prior employer may have moved your account here. Good luck! ...  (more)
    Answered May 2014
    Safe Harbor 401k and Highly Compensated Employees?
    All correct answers plus if the plan is a "Safe Harbor" plan you will receive either a flat 3% of W2 income employer contribution or a 4% match assuming you contribute at least 5%....  (more)
    Answered Jan 2015
    I just found our that I have a retirement account with SPX. How do I go about checking it out and getting my money?
    My experience with Fidelity is all good. They don't even require a signed distribution form for you to request your money. Of course, always best to rollover all funds to avoid taxes and penalties....  (more)
    Answered Jan 2015
    How can get my statement 401k of lorix corporation, I'm 17 years without receiving any statement?
    You should also check the National Registry of Unclaimed Retirement Benefits at www.unclaimedretirementbenefits.com. If it's been 17 years, your prior employer make have moved your account here....  (more)
    Answered Apr 2014
    Follow up to whether to migrate existing 401K to new 401K or IRA:?
    The best option for you would be a "Target Date Fund" Should be available within your plan. You'd select a 2040 fund. This would provide growth now and a protection of principal later as you get slower to retirement. You goal needs to be to 4x your existing account over the next 20 years plus ma...  (more)
    Answered Jan 2015
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Oct 21, 2016
      FINRA
      FINRA
      • license status
        Registered
      • disclosures
        None
      • as of date
        Oct 21, 2016
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on Nov. 10, 2016
        • $240.0M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 240
          number of clients
        • $1.0M
          Estimated Average Account Balance Per Client

      Financial Management Network Inc

      Last updated on Jan. 3, 2017
        • $854.8M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 4K
          Accounts
        • $229.9K
          Estimated Average Account Balance

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees
      • Other