Donald White
Collaborative Wealth · Stuart, Florida
Donald White is a fee-only financial advisor at Collaborative Wealth in Stuart, Florida, who holds the ChFC credential. Collaborative Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Collaborative Wealth |
|---|---|
| Based in | Stuart, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $653.3M across 1,948 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in FL · CRD 1347171 |
| Exams passed | Series 63 (1987) · Series 65 (1999) |
| Firm size | 13 employees |
| Disclosures | Reported; see the SEC record |
| Website | collaborativewealth.com |
How Donald's firm compares
- Collaborative Wealth's average account is about $335,000, from its Form ADV (assets managed divided by 1,948 accounts).
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Questions about Donald
Is Donald White a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald 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 Donald charge for financial advice?
Donald's firm, Collaborative Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Donald White based?
Donald White is based in Stuart, Florida.
What credentials does Donald White hold?
Donald White holds the ChFC credential.
Is Donald White registered with the SEC?
Yes. Donald White is registered as an investment adviser representative in FL (CRD 1347171), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Collaborative Wealth manage?
Collaborative Wealth reports $653.3M across 1,948 accounts in assets under management.
How do I contact Donald White?
Through Donald's website, collaborativewealth.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
- 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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