Brian McKinney
Collective Wealth Partners · Aurora, Colorado
Brian McKinney is a fee-only financial advisor at Collective Wealth Partners in Aurora, Colorado, who holds the CFP credential. Brian focuses on retirement planning, tax planning and estate & legacy planning. Collective Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Tech employees
- Founders
- Mid-life transitions
- Divorced individuals
Facts
| Firm | Collective Wealth Partners |
|---|---|
| Based in | Aurora, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $59.9M across 438 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CO, GA, MD, NC, NY · CRD 4860266 |
| Exams passed | Series 63 (2014) · Series 66 (2004) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.collectivewealthpartners.com |
| Profile |
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Questions about Brian
Is Brian McKinney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Collective Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Collective Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Brian work with clients virtually?
Yes. Collective Wealth Partners says on its website that it works with clients remotely.
Where is Brian McKinney based?
Brian McKinney is based in Aurora, Colorado.
What does Brian specialize in?
Brian's specialties include retirement planning, tax planning, estate & legacy planning, equity compensation, small business owners and divorce financial planning. Brian works with retirees, pre-retirees, tech employees, founders and mid-life transitions.
What credentials does Brian McKinney hold?
Brian McKinney holds the CFP credential.
Is Brian McKinney registered with the SEC?
Yes. Brian McKinney is registered as an investment adviser representative in CA, CO, GA, MD, NC and NY (CRD 4860266), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Collective Wealth Partners manage?
Collective Wealth Partners reports $59.9M across 438 accounts in assets under management.
How do I contact Brian McKinney?
Through Brian's website, www.collectivewealthpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Collective Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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