About Calibration Financial
As an independent RIA, Calibration Financial is focused on providing families and their businesses with an objective approach to their financial wellness, regardless of asset levels or stage of life. Specializing in financial planning, I believe you need to understand where you've been and where you're at today before you attempt to implement solutions for your personal and financial goals.
Along with providing tools such as your own personalized financial portal and values aligned investment models, my approach is to provide education and resources to support you in achieving your goals.
See Disclosures
General Information
Firm Start Year
2019
No. of Employees
2-4
CRD#
6554740
Firm CRD#
304118
Years of Experience in Financial Services
9
Number of Years with Current Firm
5
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, AWMA®
Securities Licenses
Series 65
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$200,000
Compensation Methods
Based on Assets, Hourly, Flat Fee
Additional Details on Charges
I offer multiple fee structures, depending on the services you need. Current fee information is available on my website at: https://www.calibrationfinancial.com/services/summary-of-fees/
Minimum Fee Charged for Managed Accounts
$300
Minimum Fee Charged for Hourly Planning Accounts
$200/hour
Education
Bachelor of Science - Business
Colorado Christian University
08/2007 -05/2010
Disclosures
Calibration Financial, LLC (DBA Calibration Financial) is a registered investment advisor (RIA).
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1888670/financialplanners-Calibration-Financial-detailed-disclosure.html