Derek Van Calligan
Allodium Investment Consultants · Minneapolis, Minnesota
Derek Van Calligan is a fee-only financial advisor at Allodium Investment Consultants in Minneapolis, Minnesota, who holds the AIF, CFP and CIMA credentials. Derek charges a percentage of assets, a flat fee or retainer, hourly fees and an ongoing planning fee.
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Facts
| Firm | Allodium Investment Consultants |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly · Ongoing planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $576.8M across 831 accounts |
| Credentials | AIF · CFP · CIMA · CFA · MBA |
| SEC registration | Investment adviser representative in CO, MN · CRD 6508171 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | allodium.com |
| Profile |
How Derek's firm compares
- Allodium Investment Consultants's average account is about $694,000, from its Form ADV (assets managed divided by 831 accounts).
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Questions about Derek
Is Derek Van Calligan a fee-only financial advisor?
Yes. Derek Van Calligan is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Derek's firm.
How does Derek charge for financial advice?
Derek charges a percentage of assets, a flat fee or retainer, hourly fees and an ongoing planning fee.
Does Derek work with clients virtually?
Yes. Allodium Investment Consultants says on its website that it works with clients remotely.
Where is Derek Van Calligan based?
Derek Van Calligan is based in Minneapolis, Minnesota.
What credentials does Derek Van Calligan hold?
Derek Van Calligan holds the AIF, CFP, CIMA, CFA and MBA credentials.
Is Derek Van Calligan registered with the SEC?
Yes. Derek Van Calligan is registered as an investment adviser representative in CO and MN (CRD 6508171), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Allodium Investment Consultants manage?
Allodium Investment Consultants reports $576.8M across 831 accounts in assets under management.
How do I contact Derek Van Calligan?
Through Derek's website, allodium.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minneapolis
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Allodium Investment Consultants website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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