# Logan Collie

> Logan Collie is a fee-only financial advisor at Collie Financial Planning, Inc. in Black Mountain, North Carolina, who holds the CFP credential. Logan focuses on retirement planning and small business owners. Collie Financial Planning, Inc. reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/logan-collie/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Collie Financial Planning, Inc.
- **Based in:** Black Mountain, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $162.9M across 732 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7216489 (https://adviserinfo.sec.gov/individual/summary/7216489)
- **SEC registration:** Investment adviser representative in NC, TX
- **Exams passed:** Series 65 (2019)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://colliefp.com

## Frequently asked questions

### Is Logan Collie a fee-only financial advisor?

Yes. Logan Collie is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Logan's firm.

### How does Logan charge for financial advice?

Logan's firm, Collie Financial Planning, Inc., reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Logan Collie based?

Logan Collie is based in Black Mountain, North Carolina.

### What does Logan specialize in?

Logan's specialties include retirement planning and small business owners. Logan works with retirees and pre-retirees.

### What credentials does Logan Collie hold?

Logan Collie holds the CFP credential.

### Is Logan Collie registered with the SEC?

Yes. Logan Collie is registered as an investment adviser representative in NC and TX (CRD 7216489), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Collie Financial Planning, Inc. manage?

Collie Financial Planning, Inc. reports $162.9M across 732 accounts in assets under management.

### How do I contact Logan Collie?

Through Logan's website, colliefp.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/logan-collie-74358): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.colliefp.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.