Calfee Financial Advisors Inc.

Calfee Financial Advisors Inc. (CRD# 119892) is a financial advisory firm headquartered in Chagrin Falls, OH. They serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Calfee Financial Advisors Inc.
Showing 1 - 1 of 1 top financial advisors.
Peter H. Calfee
CRD#: 2878152
1188 Bell Road, Suite 201, Chagrin Falls, OH 44022

Peter Calfee (CRD# 2878152) is an Investment Advisor Representative working at Calfee Financial Advisors Inc. in Chagrin Falls, OH and has over 19 years of experience in the finance industry. Peter Calfee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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