Brenna Jensen-Baucum
Collective Wealth Planning · Salem, Oregon
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Collective Wealth Planning |
|---|---|
| Based in | Salem, Oregon |
| Fee model | Hourly · Ongoing planning fee |
| Assets under management | $36.0M across 90 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 6241762 |
| Exams passed | Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | collectivewealthplanning.com |
| Profile |
How Brenna's firm compares
- Collective Wealth Planning'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 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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Collective Wealth Planning 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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