# Caleb Huftalin

> Caleb Huftalin is a fee-only financial advisor at Ridgeline Private Wealth in Mesa, Arizona, who holds the CFP credential. Caleb charges an ongoing planning fee and focuses on founders (pre-exit) and small business owners.

Page: https://find.wellspent.co/advisors/caleb-huftalin/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Ridgeline Private Wealth
- **Based in:** Mesa, Arizona
- **Fee model:** Ongoing planning fee
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $172.8M across 627 accounts
- **Credentials:** CFP
- **Specialties:** Founders (pre-exit), Small business owners
- **Works with:** Founders
- **CRD:** 5114075 (https://adviserinfo.sec.gov/individual/summary/5114075)
- **SEC registration:** Investment adviser representative in AZ, CA, FL, GA, IL, TX
- **Exams passed:** Series 66 (2011)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.ridgelineprivatewealth.com/

## Frequently asked questions

### Is Caleb Huftalin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Caleb holds no broker registration, and Ridgeline Private Wealth 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 charges an ongoing planning fee.

### Does Caleb work with clients virtually?

Yes. Ridgeline Private Wealth says on its website that it works with clients remotely.

### Where is Caleb Huftalin based?

Caleb Huftalin is based in Mesa, Arizona.

### What does Caleb specialize in?

Caleb's specialties include founders (pre-exit) and small business owners. Caleb works with founders.

### What credentials does Caleb Huftalin hold?

Caleb Huftalin holds the CFP credential.

### Is Caleb Huftalin registered with the SEC?

Yes. Caleb Huftalin is registered as an investment adviser representative in AZ, CA, FL, GA, IL and TX (CRD 5114075), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ridgeline Private Wealth manage?

Ridgeline Private Wealth reports $172.8M across 627 accounts in assets under management.

### How do I contact Caleb Huftalin?

Through Caleb's website, www.ridgelineprivatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5114075): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.ridgelineprivatewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.