This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Tiaa
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-28-2004
- Office Locations
- 1
Office Locations
About Colefp
COLEFP is a fee-only, fiduciary financial planning firm providing holistic planning—from values and goal setting and cash-flow analysis to retirement and risk management—paired with a low-cost, cost-efficient investment plan. The practice supports individuals and families navigating major life transitions, including business owners and retirees. Custody relationships include Schwab and Altruist. Featured in The Washington Post.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
SCOTT DOUGLAS COLE
Certified Financial Planner, President
- CRD
- #4845583
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Adam Jeffrey Warren
--
- CRD
- #7451339
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,683,390 | -- |
| Non-Discretionary | $25,527,793 | -- |
| Total | $89,211,183 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing