# Brenna Baucum

> Brenna Baucum is a fee-only financial advisor at Collective Wealth Planning, LLC in Salem, Oregon, who holds the CFP credential. Brenna charges hourly fees and an ongoing planning fee and focuses on retirement planning, pension planning and tax planning.

Page: https://find.wellspent.co/advisors/brenna-baucum/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Collective Wealth Planning, LLC
- **Based in:** Salem, Oregon
- **Fee model:** Hourly; Ongoing planning fee
- **Assets under management (firm):** $36.0M across 90 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Pension planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **Firm size:** 1 employee
- **Website:** https://collectivewealthplanning.com

## Frequently asked questions

### Is Brenna Baucum a fee-only financial advisor?

Yes. Brenna Baucum is listed in the XY Planning Network directory (XYPN members are fee-only).

### How does Brenna charge for financial advice?

Brenna charges hourly fees and an ongoing planning fee.

### Where is Brenna Baucum based?

Brenna Baucum is based in Salem, Oregon.

### What does Brenna specialize in?

Brenna's specialties include retirement planning, pension planning, tax planning and estate & legacy planning. Brenna works with retirees and pre-retirees.

### What credentials does Brenna Baucum hold?

Brenna Baucum holds the CFP credential.

### How much does Collective Wealth Planning, LLC manage?

Collective Wealth Planning, LLC reports $36.0M across 90 accounts in assets under management.

### How do I contact Brenna Baucum?

Through Brenna's website, collectivewealthplanning.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/brenna-baucum-11481): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://collectivewealthplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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