Collins Financial Advisors
One West Foster Street
Suite 8
Melrose, MA 02176
Neil Collins, CFP® - Principal
Before starting the firm in 2002, Neil was a financial planner with a wealth management firm in Boston. Neil has an extensive business and entrepreneurial background. Through the late 90’s, he owned his own newspaper company with 16 weeklies in Maine, Massachusetts and New Hampshire.
A graduate of the Financial Planning Program at Boston University, Neil is a Certified Financial Planner (CFP). He has a B.S. in Management from the Univ. of Buffalo. He is a member of the Garrett Planning Network and an active member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
A native of Rochester, NY, Neil was an officer in Vietnam with U.S. Special Forces. He and his wife Nancy have lived in Melrose since 1987. There he is a member of the Chamber of Commerce, the Rotary Club and is treasurer of the Melrose Community Coalition. He has served on the school boards of several area parochial schools and held leadership positions in a number of civic and charitable organizations.
Our Company
Collins Financial Advisors (CFA) is an Independent Financial Planning and Registered Investment Advisory firm. We provide Fee-Only Financial Planning Services and Investment Advice to clients from all walks of life.
CFA has no income or net worth minimums. Clients enjoy the flexibility to engage us on a project or retainer basis. We can prepare a complete financial plan, provide ongoing planning and investment advice or focus on just those issues that concern you.
As Fee-Only planners, we avoid conflicts of interest by working solely for you. CFA receives no compensation from third parties such as mutual funds or insurance companies, and we do not sell any financial products. Less than 1% of the nation's financial planning firms are structured this way.
Our Services
Here is a partial list of some areas where we can provide service:
Develop a Comprehensive Financial Plan- Retirement savings plans
- Review your current investments
- Ongoing Planning and Investment advice on a Retainer basis
- Evaluating Mortgage alternatives
- Cash Flow Analysis and developing a Budget
- Analyze your insurance needs
- College funding advice and strategies
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Analyzing business opportunities
Our mission is simple: To assist you in making intelligent financial decisions.
Our focus is singular: To help you identify and achieve your key financial objectives.
Our Fee Schedule
Asset Level 1 up to 500K for a simple case = $2,500 for a complex case = $3,000
Asset Level 2 500K to 1M for a simple case = $3,000 for a complex case = $4,000
Asset Level 3 1 to 1.5M for a simple case = $4,000 for a complex case = $5,000
Asset Level 4 1.5M to 2.0M for a simple case = $5,000 for a complex case = $6,000
Asset Level 5 2.0 to 2.5M for a simple case = $6,000 for a complex case = $7,500
Asset Level 6 Over 2.5M Negotiable
Thank you for your inquiry!
NAPFA: The National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planning professionals.
