# COLLIE FINANCIAL PLANNING, INC.

COLLIE FINANCIAL PLANNING, INC. of BLACK MOUNTAIN, NC is an SEC-registered investment adviser.

## Registration

- CRD: 134884
- Type: SEC-registered investment adviser
- SEC file number: 801-123192
- Location: 101 MIDLAND AVE, BLACK MOUNTAIN, NC, 28711
- Phone: 828-654-8830
- Latest filing: 2026-02-22
- Regulatory AUM: $162.9M
- Discretionary AUM: $162.9M
- Clients: 2
- Accounts: 732

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Michael Reid Collie | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| COLLIE MICHAEL REID | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134884/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134884/similar
- Related entities: https://search.stillhousedata.com/firm/134884/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134884

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.