Collie Financial Planning, Inc.

Collie Financial Planning, Inc. (CRD# 134884) is a financial advisory firm headquartered in Black Mountain, NC. They manage $37,820,000 in 335 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    335
    ACCOUNTS
  • Average Account Value
    $112,896
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

NC, SC

Financial Advisors at Collie Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
michael r. collie
CRD#: 4306671
One Town Square Blvd, Suite 206, Asheville, NC 28803
103
Wealthminder
score

Michael Collie (CRD# 4306671) is the owner of Collie Financial Planning, Inc., which has offices in Asheville and Black Mountain, NC.  He has over 15 years of experience in the finance industry. Mike 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 putclients' interests first and comply with the Financial Planning Practice Standards.  Mike is also a member of National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

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