Caleb Huftalin is a CFP-designated registered investment advisor at Ridgeline Private Wealth, based in Mesa, AZ, with 14 years of industry experience. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 186 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.55% |
| $500K - $1.0M | 1.35% |
| $1.0M - $3.0M | 1.15% |
| $3.0M - $5.0M | 0.95% |
| $5.0M - $7.0M | 0.85% |
| $7.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are generally negotiable. For combined financial planning and investment management, Ridgeline Private Wealth charges a flat monthly fee of up to $750 plus 1.00% of Net Worth (rounded down to the nearest million) per year.
Fee Estimator
Location
2929 N Power Rd, Ste 101, Mesa, AZ, 85215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Ridgeline Private Wealth
Previous Registrations
Catalyst Wealth Management
Kalos Management
Kalos Capital, INC.Broker
Triad Advisors, INC.
Triad Advisors, INC.Broker
Wachovia Securities Financial Network, LLCBroker
State Registrations6 states
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