Adviser Profile
| As of Date | 11/01/2026 |
| Registration status | Registration Changed to COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC |
| Contact Info | 205 xxxxxxx |
| Websites |
| AUM* | 102,136,338 80% |
| of that, discretionary | 75,360,840 736% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 376,887 35% |
| % High Net Worth | 42.31% 29% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds