Insights

Niche client base Small, fee-only investment and financial planning firm serving over 100 individual clients across the southeast, with a strong concentration in Western North Carolina, indicating a targeted local market with personal service emphasis.

AUM potential Current assets under management around $40 million suggest capacity for growth with scalable services, making them a viable target for wealth management platforms, custody solutions, and retirement plan enhancements.

Retirement focus Fiduciary advisory and management services for company retirement plans indicate an existing corporate offerings channel that could be expanded with additional fiduciary products, plan administration tools, and 401(k)/SEP integration.

Tech footprint Utilizes standard business tech stack (Google Workspace, Joomla, iCIMS) alongside security and engagement tools (hCaptcha, Open Graph, YouTube), suggesting openness to enterprise software integrations and digital onboarding enhancements.

Growth signals Revenue range ($1M–$10M) and mid-sized firm profile align with opportunities in scalable financial planning solutions, marketing automation for client acquisition, and partnerships with fintech vendors targeting advisory firms.

Collie Financial Planning, Inc. Tech Stack

Collie Financial Planning, Inc. uses 8 technology products and services including iCIMS, RSS, Joomla, and more. Explore Collie Financial Planning, Inc.'s tech stack below.

iCIMS

Applicant Tracking Systems

RSS

Content Management System

Joomla

Content Management System

Google Workspace

X-XSS-Protection

Security

YouTube

Video Players

X-Content-Type-Options

Web & Portal Technology

Orbit Slider

Web Tools And Plugins

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 July 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 July 2026, Collie Financial Planning, Inc. has approximately 2 employees across 1 continents, including North America. Key team members include Null: C. M. C.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 iCIMSRSSJoomlaGoogle WorkspaceX-XSS-ProtectionYouTubeX-Content-Type-OptionsOrbit Slider.

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.

Insights

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