Collier
Collier Financial is a Denver-based Registered Investment Advisor that provides retirement-focused financial planning and investment management services to pre-retirees and recent retirees, with specialty support for aerospace and defense industry families and a $500,000 minimum investable-asset requirement.
- Company typePrivate
- Founded1987
- HeadquartersDenver, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Collier does
Collier Financial, Inc. (operating as Collier and "Go to Collier") is a privately held Registered Investment Advisor founded in 1987 and headquartered in Denver, Colorado. The firm provides retirement-focused financial planning and investment management services exclusively to pre-retirees and recent retirees, with a stated emphasis on aerospace and defense industry families who have complex compensation packages, pensions, and company stock positions. Collier operates with a small team (1–10 employees) led by President Brandon Collier, CFP®, CRPC®, alongside a client relationship manager and a customer service representative, and is licensed to serve clients in approximately 25 U.S. states.
The firm's service is built around a proprietary "Retirement By Design" (RBD) planning methodology that addresses three core retiree concerns — running out of money, near-term bill funding, and market-crisis resilience — by structuring portfolios to hold roughly six years (72 months) of living expenses in conservative allocations while keeping the remainder positioned for long-horizon growth. Client engagements begin with a Financial DNA Behavior assessment to calibrate risk tolerance and behavioral preferences, and are supported by an "Encore Performance" framework that frames retirement holistically across financial, emotional, lifestyle, and community dimensions. The firm also operates "Encore University," a recurring community program of educational and social events (CPA tax workshops, cooking classes, museum outings) used to generate referrals among the retiree segment. Marketing is supplemented through a bi-weekly Constant Contact email newsletter and active social profiles on Facebook, Twitter, and LinkedIn.
Commercially, Collier requires a minimum of $500,000 in investable assets to engage, and generates revenue primarily through recurring investment advisory fees, with additional securities-related commissions earned through its broker-dealer relationship with LPL Financial (Member FINRA/SIPC). The distribution model is direct and sales-led: free initial consultations feed into a personalized planning engagement, with referrals and community events serving as the primary top- and mid-funnel acquisition channels. There is no disclosed headcount growth, funding, acquisition activity, or revenue figure in the input data.
Collier firmographics
Firmographics- Name
- Collier
- Legal name
- Collier Financial, Inc.
- Website
- https://gotocollier.com
- Company type
- Private
- Founded year
- 1987
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Collier Financial is a Denver-based Registered Investment Advisor that provides retirement-focused financial planning and investment management services to pre-retirees and recent retirees, with specialty support for aerospace and defense industry families and a $500,000 minimum investable-asset requirement.
- Ownership category
- akta.pro rank
Collier industry classification
Industry- Product category
- Retirement & Wealth Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
- akta.pro secondary industry
- Discretionary Portfolio Management (Retail) (FSAAAAAH)
Keywords
Where Collier is headquartered
LocationHeadquarters
- HQ city
- Denver
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Collier business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Investment Advisory Fees: The firm operates as a Registered Investment Advisor providing investment advisory services. Revenue is generated through advisory fees charged to clients for financial planning and portfolio management services.
- Securities Commission Revenue: Securities are offered through LPL Financial, Member FINRA/SIPC. The firm earns commissions on securities transactions processed through this broker-dealer relationship.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Full-service retirement planning for clients with $500,000+ in investable assets |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels6 records
Collier product offering
Product offeringCore offering
Collier is a Registered Investment Advisor that delivers personalized retirement planning and discretionary investment management to high-net-worth individuals and households. The firm focuses on pre-retiree and retiree clients with a minimum investable asset threshold of $500,000, providing integrated planning, portfolio management, and ongoing fiduciary advice. Custody, trade execution, and back-office operations are supported through a partnership with LPL Financial.
Product overview
Collier is a retirement-focused financial advisory firm offering a unified service model centered on its proprietary Retirement By Design (RBD) planning methodology. The core RBD approach is supplemented by Encore University community events, a Financial DNA Behavior assessment tool, and a downloadable Starter Kit. The firm specializes exclusively in serving pre-retirees and retirees, requiring a minimum of $500,000 in investable assets, and delivers personalized financial planning through a small team model with access to institutional resources via LPL Financial.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Planning
Companies that use Collier
Customer profileNamed customers3 records
Segments2 records
Ideal customer profiles1 record
Collier technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Collier partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- LPL FinancialcoreSecurities offered through LPL Financial, Member FINRA/SIPC. This partnership provides the regulatory infrastructure and custodial services for client accounts, enabling Collier Financial to offer securities products while maintaining its independent advisory model.
Scale indicators1 record
Recent moves5 records
Expansion highlights4 records
Collier competitors and assessment
Company assessmentBroad incumbents
- Creative Planning: Creative Planning is a large, fast-growing independent RIA offering comprehensive wealth management and retirement planning. It is comparable as a fee-based fiduciary firm serving the mass-affluent and HNW retirement segment, though at much larger scale.
- Fisher Investments: Fisher Investments is a large RIA focused on portfolio management for high-net-worth and retirement-oriented investors. Comparable for its retiree-focused positioning and active management style, though it serves a substantially larger and higher-AUM clientele.
- Edelman Financial Engines: Edelman Financial Engines is one of the largest independent RIAs in the U.S., with a heavy emphasis on retirement planning for employees of large employers. It is a broad incumbent that overlaps Collier's retiree focus at scale.
- Empower Retirement: Empower (formerly Empower Retirement) is one of the largest U.S. retirement-services providers, combining recordkeeping, IRA, and advisory services. Comparable as a broad incumbent serving pre-retirees and retirees with comprehensive planning tools, though typically accessed through employer plans rather than direct retail relationships.
Emerging players
- Facet Wealth: Facet Wealth is a digital-first flat-fee financial planning firm offering retirement planning on a subscription basis. It targets the same mass-affluent pre-retiree segment Collier serves but with a much lower-cost, tech-enabled delivery model.
- Domain Money: Domain Money is a fintech retirement planning firm offering flat-fee advice targeted at pre-retirees and early retirees. It competes for the same customer segment Collier targets but via a fully digital, lower-cost delivery model.
Direct peers
- Ritholtz Wealth Management: Ritholtz Wealth Management is a small, independent, fee-only RIA emphasizing evidence-based investing, retirement planning, and content-driven client acquisition. Comparable in boutique size, retirement focus, and content-led community marketing.
- Carson Group (Carson Wealth): Carson Group is an RIA platform serving independent advisors with retirement and wealth-management programs, coaching, and a community-led model (like Encore University). It is directly comparable in GTM philosophy and serves a similar mass-affluent and retiree segment.
- Plancorp: Plancorp is a mid-sized independent RIA providing comprehensive financial planning and investment management with a strong retirement focus. Comparable in firm size, fee-only model, and personalized retirement planning service.
- Buckingham Strategic Wealth: Buckingham Strategic Wealth is a retirement- and wealth-focused RIA that emphasizes fee-only fiduciary advice, evidence-based investing, and tax planning - the closest direct comparable to Collier in business model, client minimum philosophy, and retirement specialization.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Collier social profiles
Digital presenceCollier compliance and trust
Trust signalCompliance4 records
Collier financial estimates
Financial estimateRevenue estimate
Valuation estimate
Collier leadership team
Management profileNumber of profiles
Profiles3 records
Collier funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Collier M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Collier
What does Collier do?
Collier is a Registered Investment Advisor that delivers personalized retirement planning and discretionary investment management to high-net-worth individuals and households. The firm focuses on pre-retiree and retiree clients with a minimum investable asset threshold of $500,000, providing integrated planning, portfolio management, and ongoing fiduciary advice. Custody, trade execution, and back-office operations are supported through a partnership with LPL Financial.
Is Collier a public or private company?
Collier is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Collier founded?
Collier was founded in 1987. It employs 1 to 10 people.
Where is Collier based?
Collier is headquartered in Denver, United States, in the North America region.
How does Collier make money?
Two revenue lines are on record. Investment Advisory Fees are the primary driver. The others are securities Commission Revenue.
Who are Collier's main competitors?
Broad incumbents on record are Creative Planning, Fisher Investments, Edelman Financial Engines and Empower Retirement. Emerging players are Facet Wealth and Domain Money. Direct peers are Ritholtz Wealth Management, Carson Group (Carson Wealth), Plancorp and Buckingham Strategic Wealth.
Does Collier have an API?
No public API is recorded for Collier.
What industry is Collier in?
Collier's product category is Retirement & Wealth Advisory Services. Its primary akta.pro industry code is FSAEABAB, Broker-Dealer Affiliated Wealth Advisory, with a secondary code of FSAAAAAH, Discretionary Portfolio Management (Retail). Its NAICS code is 523940 and its SIC code is 6282.