# James Colley

> James Colley is a fee-only financial advisor at James A. Colley in Lake Placid, Florida, who holds the CFP credential. James A. Colley reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** James A. Colley
- **Based in:** Lake Placid, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $31.9M across 70 accounts
- **Credentials:** CFP
- **CRD:** 3125013 (https://adviserinfo.sec.gov/individual/summary/3125013)
- **SEC registration:** Investment adviser representative in FL
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

### Is James Colley a fee-only financial advisor?

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

### How does James charge for financial advice?

James's firm, James A. Colley, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is James Colley based?

James Colley is based in Lake Placid, Florida.

### What credentials does James Colley hold?

James Colley holds the CFP credential.

### Is James Colley registered with the SEC?

Yes. James Colley is registered as an investment adviser representative in FL (CRD 3125013), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does James A. Colley manage?

James A. Colley reports $31.9M across 70 accounts in assets under management.

### How do I contact James Colley?

Contact details aren't on file yet. Search for James A. Colley.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3125013): 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.