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Collett Ragland Financial Plc (Phoenix)


Collett Ragland Financial Plc is a large advisory firm based in Phoenix. It manages $44.3 million of regulatory assets for 270 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Arizona.

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Collett Ragland Financial Plc provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Collett Ragland Financial Plc: assets under management

The assets under management (AUM) of Collett Ragland Financial Plc is $44.3 million. The firm's AUM has grown by 55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $36.5 million in discretionary accounts and $7.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $304.17 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $52 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Collett Ragland Financial Plc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Phoenix

The principal office where Collett Ragland Financial Plc performs its advisory services is located at 707 E. Northern Ave., Phoenix, AZ 85020, which is also the mailing address of the firm. An additional office of the firm is in Prescott, AZ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 602-343-1700 or by fax 602-343-1710. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at www.yoursourcefinancial.com.


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