C
Calhoun Financial Planning and Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$57,000,000
Clients
125
24% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
125
Very HighAverage account size
$456,000
About
Calhoun Wealth Management is an independent, single-advisor registered investment adviser that provides discretionary asset management and ongoing financial planning primarily for individual clients, including high-net-worth clients. The firm manages about $57 million across roughly 125 client accounts and structures portfolios around client-specific goals, often maintaining separate allocations for different objectives.
The firm’s investment approach emphasizes passive portfolio construction using index mutual funds and ETFs to achieve low-turnover, tax-aware allocations, with periodic rebalancing and goal-specific asset mixes. It also uses fundamental, technical and cyclical analysis as complementary tools when assessing market opportunities and tailoring allocations across multiple accounts.
What is noteworthy about the firm is that it serves as a portfolio manager for a wrap fee program, a sponsorship role that is relatively uncommon among independent advisors. The firm integrates financial planning into its asset-management relationships at no additional charge and routinely directs clients to custody assets through Schwab Advisors Services, which shapes its trade execution and operational setup.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
$0 - $249,999.99: 1.50% $250,000 - $499,999.99: 1.40% $500,000 - $749,999.99: 1.30% $750,000 - $999,999.99: 1.20% $1,000,000+: 1.00%
Main office location
Calhoun Financial Planning and Management
333 Washington Ave N, Suite 300
Minneapolis MN 55401, United States
Number of offices
1
Most active in
Calhoun Financial Planning and Management has reported serving >5 clients in these states in the last 12 months.
Minnesota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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