CALCULATED WEALTH
SEC RegisteredRETIREMENT DECISIONS MADE CLEARER
About the firm
We're dedicated to simplifying financial matters and empowering you to make confident financial decisions. We stay responsive, keep things organized, and help make each conversation easier.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Practical guidance for retirement, helping pre-retirees and retirees make the choices that matter most with personal attention and a responsive, organized process.
Who they serve
Pre-retirees and retirees — people approaching or living in retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 154 | $192M |
| High Net Worth Individuals | 40 | $8.5M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| $1,000,001 - $3,000,000 | 0.75% |
| Above $3,000,000 | 0.50% |
Data as of April 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CALCULATED WEALTH has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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