# Adam Warren

> Adam Warren is a fee-only financial advisor at Colefp in Hoover, Alabama, who holds the CFP credential. Colefp reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/adam-warren/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Colefp
- **Based in:** Hoover, Alabama
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $102.1M across 271 accounts
- **Credentials:** CFP
- **CRD:** 7451339 (https://adviserinfo.sec.gov/individual/summary/7451339)
- **SEC registration:** Investment adviser representative in AL, FL, LA, TX
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.colefp.com

## Frequently asked questions

### Is Adam Warren a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Colefp reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam's firm, Colefp, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Adam Warren based?

Adam Warren is based in Hoover, Alabama.

### What credentials does Adam Warren hold?

Adam Warren holds the CFP credential.

### Is Adam Warren registered with the SEC?

Yes. Adam Warren is registered as an investment adviser representative in AL, FL, LA and TX (CRD 7451339), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Colefp manage?

Colefp reports $102.1M across 271 accounts in assets under management.

### How do I contact Adam Warren?

Through Adam's website, www.colefp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7451339): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.