Callahan Financial Planning | San Rafael Financial Advisors

Retirement Planning Firm in San Rafael, CA

Firm Info
Address: 851 Irwin St #201A, San Rafael, CA 94901, USA
Phone: (415) 795-8350

Firm Size
Assets Under Management: $248.7 million
# of Advisors: 9
# of Clients: 811
Client to Advisor Ratio: 90:1
Average Account Size: $306,673
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Callahan Financial Planning Overview

Callahan Financial Planning is a fee-only registered investment advisory firm that offers financial planning and portfolio management services to individuals, small businesses, and institutional clients. The firm is headquartered in Omaha, NE, and has been in business since 2021. As a fee-only firm, Callahan Financial Planning's compensation is solely based on the services they provide, ensuring that clients receive unbiased financial advice without any conflict of interest. The firm provides comprehensive financial planning services that incorporate clients' unique financial situations, goals, and values. Clients receive personalized advice and guidance on a wide range of financial matters, including retirement planning, tax planning, insurance, estate planning, and more. Callahan Financial Planning's experienced advisors work closely with clients to develop and implement customized financial plans that align with their long-term objectives. In addition to financial planning, Callahan Financial Planning also offers portfolio management services for both individuals and small businesses. The firm's investment strategies focus on diversification, risk management, and long-term growth. For businesses and institutional clients, Callahan Financial Planning provides customized portfolio management services tailored to their specific needs and goals. Overall, Callahan Financial Planning is a trusted partner for clients seeking expert financial guidance and support.

CALLAHAN FINANCIAL PLANNING caters to an array of clients, ranging from individual investors to high net worth individuals and other corporations whose types are not specified. Their expertise enables them to curate unique financial plans that match their clients' diverse needs and risk tolerance levels. Regardless of their clients' financial standing or industry, they work diligently to ensure that their clients' goals align with their financial plans. CALLAHAN FINANCIAL PLANNING offers its clients various fee structures, depending on the service provided. For instance, percentage of AUM (Assets Under Management) is one such structure available for clients who need ongoing financial advice and investment management. Alternatively, hourly fees are applicable for clients who require a thorough review of their finances and advice based on their specific needs. Lastly, fixed fees may be charged for specific projects such as financial planning or tax preparation. The firm's flexible fee structures allow clients to choose the most suitable option for their specific financial needs.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Callahan Financial Planning, the firm does not mention an investment minimum for their services.

How This Office Can Help San Rafael, CA Residents

Stratos Wealth Advisors is a comprehensive financial planning firm that assists clients in Rocklin, CA with their unique financial situations. Whether clients are looking to save up for retirement, plan for their children's education, or simply want to invest for growth, Stratos Wealth Advisors can help. The team at Stratos Wealth Advisors takes a personalized approach to financial planning, and works closely with clients to identify their goals and create a customized plan to achieve them. In Rocklin, CA, many individuals and families face a range of financial challenges. The high cost of living, coupled with the cost of education and healthcare, can make it difficult to build and maintain wealth. Stratos Wealth Advisors helps clients navigate these challenges by providing comprehensive financial planning services that address their unique needs. For those nearing retirement, Stratos Wealth Advisors can guide clients through the transition and help them prepare to make the most of their golden years. Whether clients are looking to minimize taxes, optimize their retirement income, or create a legacy for their loved ones, Stratos Wealth Advisors has the expertise and experience to help.


Services Offered by Callahan Financial Planning

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Callahan Financial Planning most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 851 Irwin St #201A, San Rafael, CA 94901, USA
Phone (415) 795-8350
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 3157 FARNAM STREET SUITE 7111, OMAHA, NE 68131, United States

This firm has no other locations.

State Registrations

Callahan Financial Planning is registered to service clients in the following states:

  • California
  • Colorado
  • Iowa
  • Nebraska
  • Texas

Disciplinary History

Callahan Financial Planning does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs