Levi Calhoun
Outlier Financial Partners · San Angelo, Texas
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.
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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 |
| Assets under management | $24.6M across 376 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7729212 |
| Exams passed | Series 65 (2023) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.outlierfinancialpartners.com |
How Levi's firm compares
- Outlier Financial Partners's average account is about $65,000, from its Form ADV (assets managed divided by 376 accounts).
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Questions about Levi
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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
- Outlier Financial Partners 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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