Firm
Callahan Wealth Advisory
Orlando, Florida
Fee-only
Callahan Wealth Advisory at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 4 employees and 285 individual clients, 100 of them high net worth.
- Its average account is about $429,000 (assets it manages divided by its 867 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Orlando, Florida |
|---|---|
| Website | callahanwealthadvisory.com |
| Phone | (410) 712-6220 |
Callahan Wealth Advisory fees
Callahan Wealth Advisory doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $372 million |
| Individual clients | 185 |
| High-net-worth clients | 100 |
| Accounts managed | 867 |
| Employees | 4 |
| Planning clients | 0 |
| Registered with | The SEC (801-122369) |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 316124 |