Eric Callahan
Thryve Wealth Management · Santa Barbara, California
Eric Callahan is a fee-only financial advisor at Thryve Wealth Management in Santa Barbara, California, who holds the CFP credential. Eric focuses on estate & legacy planning, equity compensation and retirement planning. Thryve Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Physicians
- Retirees
- Pre-retirees
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Thryve Wealth Management |
|---|---|
| Based in | Santa Barbara, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $304.0M across 445 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5881904 |
| Exams passed | Series 63 (2011) · Series 66 (2011) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.thryvewealthmanagement.com |
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Questions about Eric
Is Eric Callahan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Thryve Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Thryve Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Eric Callahan based?
Eric Callahan is based in Santa Barbara, California.
What does Eric specialize in?
Eric's specialties include estate & legacy planning, equity compensation, retirement planning, tax planning, family wealth transfer and small business owners. Eric works with founders, executives, physicians, retirees and pre-retirees.
What credentials does Eric Callahan hold?
Eric Callahan holds the CFP credential.
Is Eric Callahan registered with the SEC?
Yes. Eric Callahan is registered as an investment adviser representative in TX (CRD 5881904), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Thryve Wealth Management manage?
Thryve Wealth Management reports $304.0M across 445 accounts in assets under management.
How do I contact Eric Callahan?
Through Eric's website, www.thryvewealthmanagement.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
- Thryve Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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