Joseph Colman is a CFP-designated registered investment advisor at Colman Knight Advisory Group, LLC, based in Baltimore, MD, with 6 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 127 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Colman Knight Advisory Group does not charge investment management fees based on a percentage of your portfolio. Instead, investment management services are included as part of their comprehensive financial planning or project-based consulting engagements, which are charged on a fixed fee basis or sometimes hourly.
Location
Baltimore, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph serves as Trustee for Acer Palmatum Revocable Trust since 2020, dedicating a few hours per week to coordinate maintenance, run accounting, and manage tenants. He also serves as Trustee for 530 Great Road Realty Trust since 2024, spending about 10-20% of his time on similar duties.
Employment History
Current Registrations
Colman Knight Advisory Group, LLC
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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