# Benjamin Sullivan

> Benjamin Sullivan is a fee-only financial advisor at Collaborative Wealth in Lake Mary, Florida. Collaborative Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/benjamin-sullivan-6702038/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Collaborative Wealth
- **Based in:** Lake Mary, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $653.3M across 1,948 accounts
- **CRD:** 6702038 (https://adviserinfo.sec.gov/individual/summary/6702038)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2022)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://collaborativewealth.com/

## Frequently asked questions

### Is Benjamin Sullivan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Collaborative Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Benjamin charge for financial advice?

Benjamin's firm, Collaborative Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Benjamin Sullivan based?

Benjamin Sullivan is based in Lake Mary, Florida.

### Is Benjamin Sullivan registered with the SEC?

Yes. Benjamin Sullivan is registered as an investment adviser representative in FL (CRD 6702038), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Collaborative Wealth manage?

Collaborative Wealth reports $653.3M across 1,948 accounts in assets under management.

### How do I contact Benjamin Sullivan?

Through Benjamin's website, collaborativewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6702038): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.