Colarion

Colarion at a glance

• One of 65 fee-only firms based in Alabama in the Wellspent graph.
• 3 advisors are listed here; 2 of 3 hold the CFP.
• Its Form ADV reports 3 employees and 95 individual clients, 54 of them high net worth.
• Its average account is about $1.3 million (assets it manages divided by its 148 accounts).

Fee-only advisors in Alabama · What fee-only advisors charge in Alabama

Facts

Colarion fees

Colarion doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (3)

• David Jackson

  CFP

• Jon Gauthier

  CFP

• Samuel Haskell