CALDER FINANCIAL LLC
SEC RegisteredYour Financial Future
About the firm
Calder Financial LLC helps clients address pressing money questions, whether facing retirement or looking to better understand investment ideas. The firm prioritizes clients' overall financial success by learning about their personal situation, identifying dreams and goals, and understanding their tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of the firm for many years.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial guidance addressing money questions related to retirement, investments, and personal finance, supported by educational videos, articles, presentations, and calculators
Who they serve
Individuals facing retirement or looking to better understand certain investment ideas
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 49 | $21M |
| High Net Worth Individuals | 54 | $114M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $500,000 | 1.00% |
| $500,001 to $1,000,000 | 0.90% |
| $1,000,001 to $1,500,000 | 0.70% |
| $1,500,001 to $2,000,000 | 0.55% |
| $2,000,001 and Above | 0.40% |
Data as of February 3, 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 LLC 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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