Collie Financial Planning, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“These fees start at $200 per hour.”

Flat or project fee

$1,500⁠-⁠$7,500

“A full comprehensive plan typically ranges from $1,500 to $7,500+, depending upon the complexity and nature of the project.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Collie Financial Planning, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These services are billed quarterly based on the level of assets and/or net worth managed.”
• “Collie Financial Planning, Inc. will generally bill its fees on a quarterly basis in arrears.”
• “Clients may elect to be billed directly for fees or to authorize Collie Financial Planning, Inc. to directly debit fees from client accounts.”

How Collie Financial Planning, Inc.’s fees compare

• Its hourly rate of $200 is below the North Carolina median of $300. 12% of the 177 other North Carolina planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$7,500 spans the North Carolina median of $4,800. 48% of the 172 other North Carolina planners that publish a flat or project fee charge less.

About Collie Financial Planning, Inc.

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2005 (21 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Clients

242

Employees

2

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$162,924,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

134884

Website

colliefp.com (opens in new tab)

Phone

(828) 654-8830

Can advise clients in 5 states: Florida, North Carolina, South Carolina, Tennessee, Texas

Other planners in Black Mountain that publish fees

• Springboard Financial ServicesBlack Mountain$1,000⁠-⁠$5,000
• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• 30-40 Wealth PartnersCornelius$5,000⁠-⁠$60,000, $12,500/yr
• 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
• A4 Wealth Advisors LLCHuntersville$350/hr, $500⁠-⁠$5,000
• Abs Legacy Partners, LLCHickory$250/hr, $10,000⁠-⁠$200,000

Compare all 428 planners in North Carolina