Colin Philips
Cast Member Financial, LLC. · Orlando, Florida
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.
Request an introduction to Colin →
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 | $2.8M across 96 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 6453467 |
| Exams passed | Series 66 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Colin's firm compares
- Cast Member Financial, LLC.'s average account is about $30,000, from its Form ADV (assets managed divided by 96 accounts).
Request an introduction to Colin
Tell Colin a little about what you're looking for. Colin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Colin
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..
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.