Adam Warren
Colefp · Hoover, Alabama
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.
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Facts
| Firm | Colefp |
|---|---|
| Based in | Hoover, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $102.1M across 271 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, FL, LA, TX · CRD 7451339 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.colefp.com |
How Adam's firm compares
- Colefp's average account is about $377,000, from its Form ADV (assets managed divided by 271 accounts).
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Questions about Adam
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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