# Jaren Holmes

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

Page: https://find.wellspent.co/advisors/jaren-holmes/
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
- **CRD:** 6383208 (https://adviserinfo.sec.gov/individual/summary/6383208)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2024)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://collaborativewealth.com/

## Frequently asked questions

### Is Jaren Holmes a fee-only financial advisor?

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

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

### Where is Jaren Holmes based?

Jaren Holmes is based in Lake Mary, Florida.

### Is Jaren Holmes registered with the SEC?

Yes. Jaren Holmes is registered as an investment adviser representative in TX (CRD 6383208), 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 Jaren Holmes?

Through Jaren's website, collaborativewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6383208): 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.