Callahan Financial Planning

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Assets Under Management

$86.3M

Number of Clients

Number of Advisors

N/A

Average Client AUM

$992K

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Callahan Financial Planning, a division of TS Bank, offers financial planning and investment advisory services. They provide comprehensive planning, targeted planning, and limited scope services, including basic planning and single financial planning meetings. They also offer institutional portfolio services. The firm emphasizes an evidence-based approach and personalized advice.

Fee Structure

Minimum Investment:$5K

Areas of Practice

Retirement PlanningEstate PlanningInsurance Planning

Location

15 E Main St., Treynor, IA, 51575

0 Advisors at this firm

No advisors found for this firm.