# Levi Calhoun

> Levi Calhoun is a fee-only financial advisor at Outlier Financial Partners in San Angelo, Texas. Outlier Financial Partners reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Outlier Financial Partners
- **Based in:** San Angelo, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $24.6M across 376 accounts
- **CRD:** 7729212 (https://adviserinfo.sec.gov/individual/summary/7729212)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2023)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.outlierfinancialpartners.com

## Frequently asked questions

### Is Levi Calhoun a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Levi holds no broker registration, and Outlier Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Levi charge for financial advice?

Levi's firm, Outlier Financial Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Levi Calhoun based?

Levi Calhoun is based in San Angelo, Texas.

### Is Levi Calhoun registered with the SEC?

Yes. Levi Calhoun is registered as an investment adviser representative in TX (CRD 7729212), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Outlier Financial Partners manage?

Outlier Financial Partners reports $24.6M across 376 accounts in assets under management.

### How do I contact Levi Calhoun?

Through Levi's website, www.outlierfinancialpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7729212): 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://outlierfinancialpartners.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.