# Brenna Jensen-Baucum

> Brenna Jensen-Baucum is a fee-only financial advisor at Collective Wealth Planning 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-jensen-baucum/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Collective Wealth Planning
- **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
- **CRD:** 6241762 (https://adviserinfo.sec.gov/individual/summary/6241762)
- **SEC registration:** Investment adviser representative in OR
- **Exams passed:** Series 65 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://collectivewealthplanning.com

## Frequently asked questions

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

Yes. Brenna Jensen-Baucum is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brenna's firm.

### How does Brenna charge for financial advice?

Brenna charges hourly fees and an ongoing planning fee.

### Where is Brenna Jensen-Baucum based?

Brenna Jensen-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 Jensen-Baucum hold?

Brenna Jensen-Baucum holds the CFP credential.

### Is Brenna Jensen-Baucum registered with the SEC?

Yes. Brenna Jensen-Baucum is registered as an investment adviser representative in OR (CRD 6241762), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Collective Wealth Planning manage?

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

### How do I contact Brenna Jensen-Baucum?

Through Brenna's website, collectivewealthplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/49282): NAPFA admits only fee-only advisors
- 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.