Talia Calhoun
Sunnybranch Wealth · Portland, Oregon
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.
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Facts
| Firm | Sunnybranch Wealth |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $30.8M across 51 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, KS, OR, TX, WA · CRD 7566850 |
| Exams passed | Series 63 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.sunnybranchwealth.com |
How Talia's firm compares
- Sunnybranch Wealth's average account is about $603,000, from its Form ADV (assets managed divided by 51 accounts).
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Questions about Talia
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.
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
- 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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