CALDER FINANCIAL GROUP
SEC RegisteredFinancial Decisions Simplified
About the firm
Calder Financial Group is a community of highly credentialed professionals that provides financial planning, investment management, and employee benefits consulting. They operate as a 3(38) fiduciary, never selling commissioned products, and put 100% of their fees at risk to ensure client satisfaction.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, wealth management, income planning, social security guidance, financial wellness, retirement plans, benefits consulting, and compensation consulting. Also provides strategic consulting and administrative services for employee benefits and compensation programs, and operates as outsourced HR rewards for employers.
Who they serve
Individuals seeking financial planning, wealth management, income planning, and social security guidance, as well as employers seeking employee benefits, retirement plans, and compensation consulting.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 463 | $54M |
| High Net Worth Individuals | 48 | $123M |
| Charitable Organizations | 30 | $119M |
| State/Municipal Entities | 3 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 11, 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. CALDER FINANCIAL GROUP 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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