Shaun Callahan is a CFP-designated registered investment advisor at Achieving Veritas LLC, based in St. Augustine, FL, with 5 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 61 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Veritas may negotiate a lower fee. The fees for Triad Wealth Partners are included in Veritas's fee, but the fees for other managers are an extra charge, not to exceed 2.00% combined.
Fee Estimator
Location
1301 Plantation Island Drive S., Suite 201B, St. Augustine, FL, 32080
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Achieving Veritas LLC
Previous Registrations
Wealth Enhancement Advisory Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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