Michael Collie
Collie Financial Planning, Inc. · Black Mountain, North Carolina
Michael Collie is a fee-only financial advisor at Collie Financial Planning, Inc. in Black Mountain, North Carolina, who holds the AIF, CFP and CKA credentials. Collie Financial Planning, Inc. reports charging a percentage of assets and hourly fees on its Form ADV.
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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 | AIF · CFP · CKA · CMFC |
| SEC registration | Investment adviser representative in NC, TX · CRD 4306671 |
| Exams passed | Series 63 (2000) · Series 66 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Michael'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 Michael
Is Michael Collie a fee-only financial advisor?
Yes. Michael Collie is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Michael's firm.
How does Michael charge for financial advice?
Michael's firm, Collie Financial Planning, Inc., reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Michael Collie based?
Michael Collie is based in Black Mountain, North Carolina.
What credentials does Michael Collie hold?
Michael Collie holds the AIF, CFP, CKA and CMFC credentials.
Is Michael Collie registered with the SEC?
Yes. Michael Collie is registered as an investment adviser representative in NC and TX (CRD 4306671), 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 Michael Collie?
Contact details aren't on file yet. Search for Collie Financial Planning, Inc..
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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