A complete list of active advisors currently associated with Collie Financial Planning, Inc.

Warmer can help you find a great advisor at Collie Financial Planning, Inc. or one who fits your needs even better.

Collie Financial Planning, Inc. provides comprehensive financial planning and investment portfolio management to individuals — including high-net-worth clients — as well as retirement plan services for small and medium-sized businesses. The firm operates as a fee-only registered investment adviser and delivers services through discretionary portfolio management, project-based engagements, and hourly consulting arrangements. The firm’s investment approach is grounded in Modern Portfolio Theory: Collie calculates a customized target asset allocation for each client, documents it in a written investment policy statement, and typically implements portfolios using no-load institutional mutual funds and exchange-traded funds. Client portfolios are monitored monthly, reviewed at least annually (or upon material changes), rebalanced as appropriate, and occasionally managed via separately managed accounts with sub-advisors when warranted. Distinctive features include the firm’s practice of offering educational workshops and seminars to non-clients, a service the brochure notes is provided periodically and is less common among peers. Collie is a small advisory team managing about $162.9 million in discretionary assets across roughly 242 client relationships, maintains a solicitor relationship with Dave Ramsey’s SmartVestor Pro program, and offers flexible billing options (hourly, per-project, or asset-based) to accommodate different client needs.

To learn more about the advisors currently working at Collie Financial Planning, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.