Raymond James Financial Services Advisors
45yrs
Top advisor by experience in Roswell
14yrs
Michael Callahan
Full name on record: Michael Patrick Callahan
Financial advisor at Wellspring Planning Group
Based in Roswell, Georgia, Michael Callahan is a fiduciary financial advisor with 14 years of industry experience. Michael has been with Wellspring Planning Group since 2019; before that, Michael spent two years at Hightower Advisors and five years at TLG Advisors. Wellspring Planning Group offers financial planning and is paid through hourly fees and flat fees.
One of 152 advisors with offices in Roswell, and one of 134 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office200 Mansell Court East Suite 430, Roswell, GA 30076
How the firm is paid ?Hourly, Flat fee
Advisors at the firm7
States licensed ?1 state
Services through Wellspring Planning Group
Financial planningOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowXception Family OfficeCurrent
- 2023 – 2025Hightower Advisors, LLCPreviously
- 2019 – nowWellspring Planning Group LLCCurrent firm
- 2019 – 2024TLG Advisors, Inc.Previously
- Dec 2017 – May 2019M Holdings Securities, Inc.Previously
- 2014 – 2018MML Investors Services, LLCPreviously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Wellspring Planning Group at 404-924-4005 and ask for Michael Callahan. Michael works from the Roswell, GA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Wellspring Planning Group reports being paid by hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Raymond James Financial Services Advisors
45yrs
Top 1% by experience in Roswell
Ameriprise Financial Services
44yrs
Top 1% by experience in Georgia
Great Bay Wealth Management
43yrs
Top 2% by experience in Georgia
Raymond James Financial Services Advisors
42yrs
Top 2% by experience in Georgia
Cetera Investment Advisers
42yrs
Top 2% by experience at Cetera Investment Advisers