# Colin Philips

> Colin Philips is a fee-only financial advisor at Cast Member Financial, LLC. in Orlando, Florida, who holds the CFP credential. Cast Member Financial, LLC. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/colin-philips/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Cast Member Financial, LLC.
- **Based in:** Orlando, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $2.8M across 96 accounts
- **Credentials:** CFP
- **CRD:** 6453467 (https://adviserinfo.sec.gov/individual/summary/6453467)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 66 (2016)
- **Firm size:** 2 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Colin Philips a fee-only financial advisor?

Yes. Colin Philips is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Colin's firm.

### How does Colin charge for financial advice?

Colin's firm, Cast Member Financial, LLC., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Colin Philips based?

Colin Philips is based in Orlando, Florida.

### What credentials does Colin Philips hold?

Colin Philips holds the CFP credential.

### Is Colin Philips registered with the SEC?

Yes. Colin Philips is registered as an investment adviser representative in FL (CRD 6453467), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Cast Member Financial, LLC. manage?

Cast Member Financial, LLC. reports $2.8M across 96 accounts in assets under management.

### How do I contact Colin Philips?

Contact details aren't on file yet. Search for Cast Member Financial, LLC..

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/51760): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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