James Colley
James A. Colley · Lake Placid, Florida
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.
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Facts
| Firm | James A. Colley |
|---|---|
| Based in | Lake Placid, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $31.9M across 70 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 3125013 |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How James's firm compares
- James A. Colley's average account is about $456,000, from its Form ADV (assets managed divided by 70 accounts).
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Questions about James
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.
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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