Joseph Colman
Colman Knight · Baltimore, Maryland
Joseph Colman is a fee-only financial advisor at Colman Knight in Baltimore, Maryland, who holds the CFP credential. Joseph charges a flat fee or retainer and an ongoing planning fee (no asset minimum) and focuses on estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Colman Knight |
|---|---|
| Based in | Baltimore, Maryland |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $187.7M across 441 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, MD, NH, TX · CRD 7075939 |
| Exams passed | Series 65 (2019) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.colmanknight.com |
How Joseph's firm compares
- Colman Knight's average account is about $426,000, from its Form ADV (assets managed divided by 441 accounts).
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Questions about Joseph
Is Joseph Colman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Colman Knight reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph charges a flat fee or retainer and an ongoing planning fee.
How much does Joseph charge?
According to Colman Knight's website, checked October 30, 2026: no asset minimum.
Where is Joseph Colman based?
Joseph Colman is based in Baltimore, Maryland.
What does Joseph specialize in?
Joseph's specialties include estate & legacy planning and tax planning.
What credentials does Joseph Colman hold?
Joseph Colman holds the CFP credential.
Is Joseph Colman registered with the SEC?
Yes. Joseph Colman is registered as an investment adviser representative in MA, MD, NH and TX (CRD 7075939), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Colman Knight manage?
Colman Knight reports $187.7M across 441 accounts in assets under management.
How do I contact Joseph Colman?
Through Joseph's website, www.colmanknight.com.
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
- Colman Knight website : specialties, clients served, and fees, checked October 30, 2026
- 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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