# Graham Albright

> Graham Albright is a fee-only financial advisor at Collaborative Wealth in Stuart, Florida. Collaborative Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Collaborative Wealth
- **Based in:** Stuart, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $653.3M across 1,948 accounts
- **CRD:** 8141799 (https://adviserinfo.sec.gov/individual/summary/8141799)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2026)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://collaborativewealth.com/

## Frequently asked questions

### Is Graham Albright a fee-only financial advisor?

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

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

### Where is Graham Albright based?

Graham Albright is based in Stuart, Florida.

### Is Graham Albright registered with the SEC?

Yes. Graham Albright is registered as an investment adviser representative in FL (CRD 8141799), 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 Graham Albright?

Through Graham's website, collaborativewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8141799): 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

---

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