Colefp fees and pricing
Financial planner in Hoover, Alabama. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 2, 2026, Colefp charges $270 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $270/hr
“The current hourly rate is $270.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Colefp bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees are negotiable at the sole discretion of the advisor.”
- “The rate may be negotiable at the sole discretion of the advisor.”
- “Fees are billed in six-minute increments.”
How Colefp’s fees compare
- Its hourly rate of $270 is above the Alabama median of $250. 56% of the 41 other Alabama planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Hoover that publish an hourly rate charge less.
About Colefp
“The company provides both hourly and ongoing financial planning, wealth management and investment advisory services to individuals, families, small businesses, and non-profit organizations.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Divorce
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $500,000 in assets (stated in brochure)
- Clients
- 78
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $102,136,338
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 132562
- Phone
- (205) 477-5118
Can advise clients in 4 states: Alabama, Florida, Louisiana, Texas
Other planners in Hoover that publish fees
- Plimsoll Financial Planning, LLCHoover$4,000/yr
- PMD AdvisoryHoover$200-$350/hr, $1,000-$15,000
- Strauss Financial GroupHoover$150-$350/hr, $1,200-$9,000
- 6TH Street Advisors, LLCDaphne$150/hr, $1,000-$5,000
- Aja Financial LLCOpelika$500-$1,500
- Allysian Wealth PlanningCullman$300/hr, $2,700-$36,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.