No. of Employees

5-9

RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.

https://www.adviserinfo.sec.gov/IAPD/Support/ReportViewer.aspx?indvl_pk=5130499

Additional Detailed Disclosures
https://www.rothira.org/disclosure/1888420/rothira-Callahan-Financial-Planning-Company-detailed-disclosure.html

Callahan Financial Planning Company, a fee-only SEC-registered investment advisor. A registered investment advisor has a fiduciary relationship with its clients to ensure advice and recommendations place a client's interests first. Client assets are held at an independent brokerage selected by the client and investment advisor. See these disclosures for additional important information. Callahan Financial Planning Company is not compensated to make recommendations by any other financial institution.