Callahan Wealth Advisory provides investment advisory services to individuals and other clients. The firm offers comprehensive portfolio management on a wrap basis and retirement plan consulting services to employer plan sponsors. As a fiduciary, Callahan Wealth Advisory aims to act in the client's best interest by understanding their financial goals, risk tolerance, and time horizon.
Assets Under Management$330M
Clients267
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$160M
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.
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