Colleen Soares
Soares Financial, Inc. · Napa, California
Colleen Soares is a fee-only financial advisor at Soares Financial, Inc. in Napa, California, who holds the CFP and CPA credentials. Colleen charges hourly fees, a flat fee or retainer and a percentage of assets and focuses on tax planning, retirement planning and estate & legacy planning.
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Specialties
Facts
| Firm | Soares Financial, Inc. |
|---|---|
| Based in | Napa, California |
| Fee model | Hourly · Flat fee or retainer · Percentage of assets |
| Accepting new clients | Not currently |
| Assets under management | $21.0M across 71 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in CA · CRD 4522667 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | soaresfinancial.com |
How Colleen's firm compares
- Soares Financial, Inc.'s average account is about $296,000, from its Form ADV (assets managed divided by 71 accounts).
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Questions about Colleen
Is Colleen Soares a fee-only financial advisor?
Yes. Colleen Soares 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 Colleen's firm.
How does Colleen charge for financial advice?
Colleen charges hourly fees, a flat fee or retainer and a percentage of assets.
Where is Colleen Soares based?
Colleen Soares is based in Napa, California.
What does Colleen specialize in?
Colleen's specialties include tax planning, retirement planning and estate & legacy planning.
What credentials does Colleen Soares hold?
Colleen Soares holds the CFP and CPA credentials.
Is Colleen Soares registered with the SEC?
Yes. Colleen Soares is registered as an investment adviser representative in CA (CRD 4522667), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Soares Financial, Inc. manage?
Soares Financial, Inc. reports $21.0M across 71 accounts in assets under management.
How do I contact Colleen Soares?
Through Colleen's website, soaresfinancial.com.
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
- Soares Financial, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- 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.
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