Collie Financial Planning, Inc.

Collie Financial Planning, Inc. is an independent, Fee-Only Registered Investment Advisor established in 2005 by Michael Collie, CFP®, AIF®, CKA®. The firm offers comprehensive financial planning and investment portfolio management services to individuals, businesses, and retirement plans. Services include insurance planning, retirement planning, tax planning, and wealth transfer. Collie Financial Planning, Inc. operates as a fiduciary, acting in the best interests of clients, meeting professional standards of care, and avoiding conflicts of interest. The firm manages $145,304,968 in assets on a discretionary basis as of 12/31/2024. Clients can choose from fee structures including hourly rates starting at $150, quarterly advisory fees based on assets managed, and project-based fees ranging from $1,500 to $7,500+. The firm follows Modern Portfolio Theory for investment strategies, focusing on asset allocation and using no-load institutional funds or ETFs. Collie Financial Planning, Inc. reviews portfolios regularly, provides performance reports quarterly, and conducts annual reviews with clients to update financial strategies. The firm does not charge performance-based fees and serves individuals, high net worth individuals, corporate pension and profit-sharing plans, and corporations. Clients receive quarterly statements from custodians holding their assets, and the firm may vote proxies on clients' behalf with written authorization. Collie Financial Planning, Inc. has no disciplinary information or financial impairments affecting client commitments.