Logan Collie
Collie Financial Planning, Inc. · Black Mountain, North Carolina
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 | $162.9M across 732 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, TX · CRD 7216489 |
| Exams passed | Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | colliefp.com |
| Profile |
How Logan's firm compares
- Collie Financial Planning, Inc.'s average account is about $223,000, from its Form ADV (assets managed divided by 732 accounts).
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Questions about Logan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Collie Financial Planning, 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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