Benjamin Sullivan
Collaborative Wealth · Lake Mary, Florida
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.
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Facts
| Firm | Collaborative Wealth |
|---|---|
| Based in | Lake Mary, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $653.3M across 1,948 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6702038 |
| Exams passed | Series 65 (2022) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | collaborativewealth.com |
How Benjamin's firm compares
- Collaborative Wealth's average account is about $335,000, from its Form ADV (assets managed divided by 1,948 accounts).
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Questions about Benjamin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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