# Collie Financial Planning

Collie Financial Planning is a Bank / Wealth / Trust based in Black Mountain, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Black Mountain, United States
- **Region:** North America
- **Address:** Black Mountain, NC, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** www.colliefp.com
- **LinkedIn:** https://www.linkedin.com/company/collie-financial-planning-inc

## Regulatory record

- **CRD number:** 134884
- **SEC file number:** 801-123192
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-22T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/134884

## About

Collie Financial Planning was founded in 2005. The firm functions as a US-registered investment advisor. Services center on portfolio management, financial planning, and investment management. Clients include individuals, high-net-worth individuals, corporate pensions, and corporations. Geographic focus remains within the United States. No public data exists on team size, additional offices, or vehicles beyond the core advisory business. No operational events from the last 24 months appear in available records. The firm follows a conventional RIA model with no disclosed hybrid structures, co-investor clubs, or succession arrangements tied to operating companies.

## Questions

### Who runs investment decisions at Collie Financial Planning?

No named principals or CIO appear in public records.

### Does Collie Financial Planning participate in fund commitments or only direct deals?

Available information shows standard advisory services without fund commitments or direct deal activity disclosed.

### What investment stages does Collie Financial Planning typically target?

No stage-specific focus is stated in source material.

## Related profiles

- [Collider Ventures](https://altss.com/profile/collider-ventures)
- [Collina Ventures](https://altss.com/profile/collina-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

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