Callahan Financial Planning
Assets Under Management
$86.3M
Number of Clients
87
Number of Advisors
N/A
Average Client AUM
$992K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Callahan Financial Planning offers financial planning and investment advisory services to individuals, families, and institutions. Services include comprehensive planning, targeted planning, basic planning, and single financial planning meetings. They use an evidence-based approach, considering client goals and preferences. As of March 31, 2025, the firm has zero AUM and is no longer eligible to remain registered with the SEC.
Fee Structure
Callahan Financial Planning's Comprehensive Planning and Comprehensive Plus Planning services are billed as a percentage of investment account assets. Rates are linear and regressive, meaning only a single rate applies at any given time. There are generally no minimum requirements for Basic Planning, Single Meeting, or Targeted Planning services. However, to receive Comprehensive Planning, there is generally a minimum value of $750,000, and for Comprehensive Plus Planning, $500,000. The hourly rate for Basic Planning is $250. Single meeting sessions are available for a flat rate of $500. Tax preparation fees vary based on complexity.
Areas of Practice
Location
15 E Main St., Treynor, IA, 51575