John Callagy
Asage Financial · Lafayette, California
John Callagy is a fee-only financial advisor at Asage Financial in Lafayette, California. Asage Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Asage Financial |
|---|---|
| Based in | Lafayette, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $28.3M across 80 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5154517 |
| Exams passed | Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.asagefinancial.com |
| Profile |
How John's firm compares
- Asage Financial's average account is about $354,000, from its Form ADV (assets managed divided by 80 accounts).
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Questions about John
Is John Callagy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Asage Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Asage Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Callagy based?
John Callagy is based in Lafayette, California.
Is John Callagy registered with the SEC?
Yes. John Callagy is registered as an investment adviser representative in CA (CRD 5154517), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Asage Financial manage?
Asage Financial reports $28.3M across 80 accounts in assets under management.
How do I contact John Callagy?
Through John's website, www.asagefinancial.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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