Joseph Colman is a CFP-designated registered investment advisor at Colman Knight Advisory Group, LLC, based in Acton, MA, 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 Financial Planning & Coaching, Tax Planning. Their firm serves 124 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Colman Knight Advisory Group provides non-discretionary investment management services. The brochure does not specify a fee schedule for investment management. Financial planning and consulting fees are charged separately.
Location
530 Great Road, Acton, MA, 01720
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
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 Registrations3 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.