James A. Colley, Inc. fees and pricing
Financial planner in Lake Placid, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 24, 2026, James A. Colley, Inc. charges $250 an hour and a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Financial planning services are offered on an hourly rate not to exceed $250 with a maximum fixed fee not to exceed $5,000 for the initial engagement.”
- Flat or project fee
- $5,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How James A. Colley, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Negotiable We have a $1,000 minimum annual fee requirement ($250 billed quarterly), which may be waived or reduced if we feel circumstances are warranted.”
- “Billing You will be billed quarterly in arrears based on the predetermined Fixed Annual Fee.”
- “The Fixed Annual Fee (calculated December 31st) will be divided into four equal quarterly payments billed on the first day of each calendar quarter for the quarter just completed (i.e., the April 1st billing is for the first calendar quarter).”
How James A. Colley, Inc.’s fees compare
- Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
- Its flat or project fee of $5,000 is above the Florida median of $4,900. 50% of the 320 other Florida planners that publish a flat or project fee charge less.
About James A. Colley, Inc.
“Colley, Inc.1 (hereinafter referred to as (“the Company”, “we”, “us” and “our”) is a fee-only investment advisor2 registered in May 2002 to offer financial services3 designed to assist you, our client4, achieve the financial stability, security, and independence you desire.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2002 (24 years).
Planning areas mentioned in the brochure
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 24
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $31,925,330
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 141794
- Phone
- (863) 465-6473
Other planners in Florida that publish fees
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
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.