# Brenton Thai

> Brenton Thai is a fee-only financial advisor at Collaborative Wealth in Lake Mary, Florida, who holds the CFP credential. Collaborative Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brenton-thai/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Collaborative Wealth
- **Based in:** Lake Mary, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $653.3M across 1,948 accounts
- **Credentials:** CFP
- **CRD:** 5824640 (https://adviserinfo.sec.gov/individual/summary/5824640)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 66 (2011)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://collaborativewealth.com/

## Frequently asked questions

### Is Brenton Thai a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brenton 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 Brenton charge for financial advice?

Brenton's firm, Collaborative Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Brenton Thai based?

Brenton Thai is based in Lake Mary, Florida.

### What credentials does Brenton Thai hold?

Brenton Thai holds the CFP credential.

### Is Brenton Thai registered with the SEC?

Yes. Brenton Thai is registered as an investment adviser representative in FL (CRD 5824640), 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 Brenton Thai?

Through Brenton's website, collaborativewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5824640): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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