Insights

Mid-size AUM Collie Financial Planning manages roughly $40 million for over 100 individual clients, indicating a track record of small to mid-size client engagements that align with scalable advisory services for similar accounts.

Regional Focus With offices in Asheville and Black Mountain, NC and a client base concentrated in Western North Carolina and the Southeast, there are clear market expansion opportunities in neighboring states and high-potential regional businesses seeking fiduciary planning and retirement plan services.

Fee-Only Position Operates as a fee-only advisory and fiduciary manager, which can be leveraged to attract cost-conscious institutions and individuals seeking transparent, conflict-free financial planning and retirement plan management.

Tech Backbone Utilizes cloud and web technologies (AWS, Google Workspace, Drupal/Joomla, iCIMS) suggesting readiness for scalable client onboarding, secure data handling, and digital marketing or automation to improve client acquisition and service delivery.

Growth Potential Revenue range ($1M-$10M) and small team size (2-10 employees) imply opportunities to cross-sell fiduciary advisory and retirement plan services to existing individual clients and to expand enterprise/retirement plan offerings for nearby SMBs.

Collie Financial Planning, Inc. Tech Stack

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

iCIMS

Applicant Tracking Systems

Amazon Web Services

Cloud Hosting

Drupal

Content Management System

Joomla

Content Management System

Network Solutions

Domain Name Services

Google Workspace

HSTS

Security

Piwik PRO Core

Web Analytics

Collie Financial Planning, Inc. Email Formats	Example	Percentage
FLast@colliefp.com	JDoe@colliefp.com	100%

Collie Financial Planning, Inc. Email Formats

Example

Percentage

FLast@colliefp.com

JDoe@colliefp.com

100%

Frequently Asked Questions

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 October 2026, Collie Financial Planning, Inc.'s annual revenue is estimated to be $1M - $10M.

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

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

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

As of October 2026, Collie Financial Planning, Inc. has approximately 2 employees across 1 continents, including North America. Key team members include Null: C. M. C. and 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 iCIMS, Amazon Web Services, Drupal, Joomla, Network Solutions, Google Workspace, HSTS and Piwik PRO Core.

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.

Q: What technology does Collie Financial Planning, Inc. use?

Collie Financial Planning, Inc.'s tech stack includes Pikaday, Google Analytics, Modernizr, Choices, Glyphicons.

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

Collie Financial Planning, Inc.'s NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementNorth Carolina, United States2-10 Employees

Collie Financial Planning, Inc. is a fee-only investment management and financial planning firm based in Asheville, North Carolina, with additional offices in Black Mountain. The firm serves individual clients across the southeast, primarily in Western North Carolina, and manages a substantial portion of client assets on their behalf while also providing fiduciary advisory and management services for company retirement plans. Positioned in the investment management industry, it emphasizes objective, client-directed financial guidance and planning that aligns with fiduciary standards. The company operates with a small professional team and serves a diverse client base across several southeastern states. As a regional practice, it locates its services within the Asheville area and surrounding markets to support personal financial planning and retirement plan needs.

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