Brenna Baucum
Collective Wealth Planning, LLC · Salem, Oregon
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Collective Wealth Planning, LLC |
|---|---|
| Based in | Salem, Oregon |
| Fee model | Hourly · Ongoing planning fee |
| Assets under management | $36.0M across 90 accounts |
| Credentials | CFP |
| Firm size | 1 employee |
| Website | collectivewealthplanning.com |
| Profile |
How Brenna's firm compares
- Collective Wealth Planning, LLC's average account is about $400,000, from its Form ADV (assets managed divided by 90 accounts).
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Questions about Brenna
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Collective Wealth Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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