Caleb Franson
Franson Financial · Hayward, Wisconsin
Caleb Franson is a fee-only financial advisor at Franson Financial in Hayward, Wisconsin. Franson Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Franson Financial |
|---|---|
| Based in | Hayward, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $2.2M across 33 accounts |
| SEC registration | Investment adviser representative in WI · CRD 6936876 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.fransonfinancial.com |
| Profile |
How Caleb's firm compares
- Franson Financial's average account is about $67,000, from its Form ADV (assets managed divided by 33 accounts).
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Questions about Caleb
Is Caleb Franson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Caleb holds no broker registration, and Franson Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Caleb charge for financial advice?
Caleb's firm, Franson Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Caleb Franson based?
Caleb Franson is based in Hayward, Wisconsin.
Is Caleb Franson registered with the SEC?
Yes. Caleb Franson is registered as an investment adviser representative in WI (CRD 6936876), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Franson Financial manage?
Franson Financial reports $2.2M across 33 accounts in assets under management.
How do I contact Caleb Franson?
Through Caleb's website, www.fransonfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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