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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 73.8% is discretionary and 26.2% is non-discretionary.
The firm reports 2 advisory representatives and 107 clients, or 53.5 clients per representative. That equates to $954.5K in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on October 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Client Personas
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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The full Colefp record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SCOTT DOUGLAS COLE
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #4845583
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Adam Jeffrey Warren
CERTIFIED FINANCIAL PLANNER™
- CRD
- #7451339
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,360,840 | -- |
| Non-Discretionary | $26,775,498 | -- |
| Total | $102,136,338 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Colefp has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.