Natalia Callahan is a registered investment advisor at Callahan Wealth Advisory, based in Orlando, FL, with 14 years of industry experience. Natalia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 267 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Callahan Wealth Advisory offers investment management through wrap accounts. The fees for this service are detailed in the firm's Wrap Fee Program Brochure. Please refer to that brochure for specific fee information.
Location
Orlando, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Callahan Wealth Advisory
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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