# Talia Calhoun

> Talia Calhoun is a fee-only financial advisor at Sunnybranch Wealth in Portland, Oregon, who holds the CFP credential. Sunnybranch Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/talia-calhoun/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Sunnybranch Wealth
- **Based in:** Portland, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $30.8M across 51 accounts
- **Credentials:** CFP
- **CRD:** 7566850 (https://adviserinfo.sec.gov/individual/summary/7566850)
- **SEC registration:** Investment adviser representative in CA, KS, OR, TX, WA
- **Exams passed:** Series 63 (2023)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.sunnybranchwealth.com

## Frequently asked questions

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

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

### How does Talia charge for financial advice?

Talia's firm, Sunnybranch Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Talia Calhoun based?

Talia Calhoun is based in Portland, Oregon.

### What credentials does Talia Calhoun hold?

Talia Calhoun holds the CFP credential.

### Is Talia Calhoun registered with the SEC?

Yes. Talia Calhoun is registered as an investment adviser representative in CA, KS, OR, TX and WA (CRD 7566850), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sunnybranch Wealth manage?

Sunnybranch Wealth reports $30.8M across 51 accounts in assets under management.

### How do I contact Talia Calhoun?

Through Talia's website, www.sunnybranchwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7566850): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.