M.P. Collins Wealth Advisor Alliance, LLC

M. P. Collins Wealth Advisor Alliance functions as a solicitor that refers prospective clients—frequently those receiving tax or accounting services from the affiliated accounting firm—to third‑party registered investment advisers, rather than providing direct investment management. The firm does not maintain client accounts, custody assets, or exercise investment discretion on behalf of investors.

Referrals are made when the firm determines an outside adviser’s services are appropriate for a prospective client, and M. P. Collins provides disclosure materials about the recommended third‑party adviser and the referral arrangement. The principal spends the majority of professional time practicing as a Certified Public Accountant and devotes a limited portion of time to the solicitor role.

Distinctive features include the firm’s formal affiliation with an accounting practice and a business model built around selecting and referring other advisers instead of managing assets in‑house. Participation in a professional alliance with an external advisory/brokerage organization and the absence of custody or in‑house advisory services are atypical for firms in the investment manager category.