Emma Foulkes
Collective Wealth Partners · Atlanta, Georgia
Emma Foulkes is a fee-only financial advisor at Collective Wealth Partners in Atlanta, Georgia, who holds the CFP credential. Emma 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 | Atlanta, Georgia |
| 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 GA, TX · CRD 2625503 |
| Exams passed | Series 66 (2001) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.collectivewealthpartners.com |
| Profile |
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Questions about Emma
Is Emma Foulkes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Emma 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 Emma charge for financial advice?
Emma's firm, Collective Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Emma work with clients virtually?
Yes. Collective Wealth Partners says on its website that it works with clients remotely.
Where is Emma Foulkes based?
Emma Foulkes is based in Atlanta, Georgia.
What does Emma specialize in?
Emma's specialties include retirement planning, tax planning, estate & legacy planning, equity compensation, small business owners and divorce financial planning. Emma works with retirees, pre-retirees, tech employees, founders and mid-life transitions.
What credentials does Emma Foulkes hold?
Emma Foulkes holds the CFP credential.
Is Emma Foulkes registered with the SEC?
Yes. Emma Foulkes is registered as an investment adviser representative in GA and TX (CRD 2625503), 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 Emma Foulkes?
Through Emma'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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