COLLIE FINANCIAL PLANNING, INC.

103 Black Mountain Ave
Suite 12
Black Mountain, North Carolina 28711
Tel: 828-654-8830

About COLLIE FINANCIAL PLANNING, INC.

COLLIE FINANCIAL PLANNING, INC, formally registered with the SEC as COLLIE FINANCIAL PLANNING, INC. The firm was established in 02/08/2022. They have over 2 offices throughout the country.

COLLIE FINANCIAL PLANNING, INC. is a Black Mountain, North Carolina based Financial Planning firm with nearly $145,304,968 assets under management, offering retirement planning & investment advisory services to 725 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134884
SEC#	801-123192
Assets Managed by Firm	$145,304,968
No. of Clients	725
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	725	$145,304,968
Individuals (other than high net worth individuals)	186	$52,146,973
High net worth individuals	55	$92,105,037
Charitable organizations	1	$1,052,958

More Retirement Planning firms in Black Mountain, North Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Black Mountain, North Carolina

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.