# Natalia Callahan

> Natalia Callahan is a fee-only financial advisor at Callahan Wealth Advisory in Orlando, Florida. Natalia focuses on retirement planning, sustainable & impact investing and small business owners. Callahan Wealth Advisory reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Callahan Wealth Advisory
- **Based in:** Orlando, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $372.2M across 867 accounts
- **Specialties:** Retirement planning, Sustainable & impact investing, Small business owners, Family wealth transfer
- **Works with:** Founders, Executives, Retirees
- **CRD:** 5827322 (https://adviserinfo.sec.gov/individual/summary/5827322)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 66 (2012)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.callahanwealthadvisory.com/

## Frequently asked questions

### Is Natalia Callahan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Natalia holds no broker registration, and Callahan Wealth Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Natalia charge for financial advice?

Natalia's firm, Callahan Wealth Advisory, reports charging a percentage of assets on its SEC Form ADV.

### Where is Natalia Callahan based?

Natalia Callahan is based in Orlando, Florida.

### What does Natalia specialize in?

Natalia's specialties include retirement planning, sustainable & impact investing, small business owners and family wealth transfer. Natalia works with founders, executives and retirees.

### Is Natalia Callahan registered with the SEC?

Yes. Natalia Callahan is registered as an investment adviser representative in FL (CRD 5827322), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Callahan Wealth Advisory manage?

Callahan Wealth Advisory reports $372.2M across 867 accounts in assets under management.

### How do I contact Natalia Callahan?

Through Natalia's website, www.callahanwealthadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5827322): 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://www.callahanwealthadvisory.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.