Natalia Callahan
Callahan Wealth Advisory · Orlando, Florida
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.
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Specialties
Who they serve
- Founders
- Executives
- Retirees
Facts
| Firm | Callahan Wealth Advisory |
|---|---|
| Based in | Orlando, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $372.2M across 867 accounts |
| SEC registration | Investment adviser representative in FL · CRD 5827322 |
| Exams passed | Series 66 (2012) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.callahanwealthadvisory.com |
How Natalia's firm compares
- Callahan Wealth Advisory's average account is about $429,000, from its Form ADV (assets managed divided by 867 accounts).
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Questions about Natalia
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.
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
- Callahan Wealth Advisory 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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