Fee-only adviser · Minneapolis, MN
Calhoun Financial Planning and Management
Calhoun Financial Planning and Management is a fee-only investment adviser registered with the securities regulator of Minnesota, with its main office in Minneapolis, Minnesota. On its latest Form ADV, filed January 30, 2026, it reports $57M in regulatory assets under management, 125 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Minnesota |
|---|---|
| Firm CRD number | 286389 · SEC file 801-108941 |
| Office | 333 Washington Ave N, Suite 300 Minneapolis, MN 55401 |
| Phone | (952) 297-5840 |
| Website | Not listed |
| Regulatory assets under management | $57M |
| Individual clients | 95 non-high-net-worth, 30 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Minneapolis
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- All Star Financial $882M
- Schwarz Dygos Wheeler Investment Advisors LLC $730M
- Element Squared Private Wealth $203M
See all 41 fee-only advisers in Minneapolis →
Nearby
- St. Paul 12 firms
- St. Louis Park 5 firms
- Golden Valley 1 firm
- Roseville 1 firm
- Edina 26 firms
- Minnetonka 11 firms
- Arden Hills 2 firms
- New Brighton 1 firm
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