J
James A. Colley, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$28,778,138
Total clients
24
54% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
24
Average account size
$1,199,089
Client services
Financial planning
Portfolio management
Fee options
Financial planning fixed fee not to exceed $5,000 for initial engagement, may be reduced or waived if portfolio managed by firm
$0 - $1,000,000: 0.75% annually (not to exceed) $1,000,001 - $3,000,000: 0.50% annually (not to exceed) $3,000,001+: Negotiable
Up to $250 per hour for financial planning services
Account minimum: $140,000 minimum account value for portfolio management to avoid minimum annual fee Minimum fee: $1,000 minimum annual fee ($250 billed quarterly), may be waived or reduced; applies to accounts under $140,000 Fee-only: Fee-only investment advisor; no commissions earned on investment products
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
James A. Colley, Inc.
505 W. Interlake Blvd.
Lake Placid FL 33852, United States
Number of offices
1
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")