Insights

Niche Market Focus Collie Financial Planning specializes in serving individual clients across the southeastern United States with a strong presence in Western North Carolina, indicating an opportunity to tailor digital marketing and localized outreach programs to deepen client engagement and expand regional market share.

Fiduciary Expertise The firm’s emphasis on fee-only and fiduciary services presents an avenue to promote fiduciary-certified technology solutions and compliance tools that align with their commitment to transparent, client-first financial planning, potentially enhancing trust and service quality.

Technological Flexibility Utilizing cloud services like AWS and various content management and data security tools suggests openness to adopting innovative financial technology solutions—offering a chance to introduce advanced analytics, CRM integrations, or client portal enhancements to elevate service delivery.

Growth Potential Managing approximately 40 million dollars for a growing client base provides an opportunity to upsell scalable investment management software, portfolio analysis tools, or premium financial planning resources tailored for smaller but expanding firms with similar client focus.

Competitive Edge Positioned alongside industry leaders with significantly higher revenue and employee counts, Collie Financial Planning can benefit from targeted sales approaches in fintech solutions that promote operational efficiency and client acquisition strategies suitable for small to mid-sized advisory firms.

Similar companies to Collie Financial Planning, Inc.

Collie Financial Planning, Inc. Tech Stack

Collie Financial Planning, Inc. uses 8 technology products and services including Amazon Web Services, cdnjs, Drupal, and more. Explore Collie Financial Planning, Inc.'s tech stack below.

Amazon Web Services
Cloud Hosting
cdnjs
Content Delivery Network
Drupal
Content Management System
Google Fonts API
Font Scripts
hCaptcha
Security
YouTube
Video Players
X-Content-Type-Options
Web & Portal Technology
AddToAny
Widgets

Media & News

Collie Financial Planning, Inc.'s Email Address Formats

Collie Financial Planning, Inc. uses at least 1 format(s):

Collie Financial Planning, Inc. Email Formats	Example	Percentage
FLast@colliefp.com	JDoe@colliefp.com	50%
FLast@colliefp.com	JDoe@colliefp.com	50%

Frequently Asked Questions

Where is Collie Financial Planning, Inc.'s headquarters located?

Collie Financial Planning, Inc.'s main headquarters is located at Asheville, North Carolina 28803 United States. The company has employees across 1 continents, including North America.

What is Collie Financial Planning, Inc.'s phone number?

You can contact Collie Financial Planning, Inc.'s main corporate office by phone at

+1-828-654-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Collie Financial Planning, Inc.'s official website and social media links?

Collie Financial Planning, Inc.'s official website is colliefp.com and has social profiles on LinkedIn.

How much revenue does Collie Financial Planning, Inc. generate?

As of February 2026, Collie Financial Planning, Inc.'s annual revenue is estimated to be $1M.

What is Collie Financial Planning, Inc.'s SIC code NAICS code?

Collie Financial Planning, Inc.'s SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Collie Financial Planning, Inc. have currently?

As of February 2026, Collie Financial Planning, Inc. has approximately 2 employees across 1 continents, including North America. Key team members include Null: C. M. C.Certified Financial Planner(tm), Accredited Investment Fiduciary(tm): M. C.. Explore Collie Financial Planning, Inc.'s employee directory with LeadIQ.

What industry does Collie Financial Planning, Inc. belong to?

Collie Financial Planning, Inc. operates in the Investment Management industry.

What technology does Collie Financial Planning, Inc. use?

Collie Financial Planning, Inc.'s tech stack includes Amazon Web ServicescdnjsDrupalGoogle Fonts APIhCaptchaYouTubeX-Content-Type-OptionsAddToAny.

What is Collie Financial Planning, Inc.'s email format?

Collie Financial Planning, Inc.'s email format typically follows the pattern of FLast@colliefp.com. Find more Collie Financial Planning, Inc. email formats with LeadIQ.

When was Collie Financial Planning, Inc. founded?

Collie Financial Planning, Inc. was founded in 2005.

Collie Financial Planning, Inc.

Investment ManagementNorth Carolina, United States2-10 Employees

Collie Financial Planning, Inc. is a Fee-Only investment management and financial planning firm with offices in Asheville and Black Mountain, NC.  As of 2016, Collie Financial Planning serves over 100 individual clients across the southeast, from Florida to West Virginia, while most clients reside in Western North Carolina.  The firm manages roughly $40 million for these clients.  Collie Financial Planning also offers Fiduciary advisory and management services to company retirement plans.