Jaren Holmes
Collaborative Wealth · Lake Mary, Florida
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.
Request an introduction to Jaren →
Facts
| Firm | Collaborative Wealth |
|---|---|
| Based in | Lake Mary, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $653.3M across 1,948 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6383208 |
| Exams passed | Series 65 (2024) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | collaborativewealth.com |
How Jaren's firm compares
- Collaborative Wealth's average account is about $335,000, from its Form ADV (assets managed divided by 1,948 accounts).
Request an introduction to Jaren
Tell Jaren a little about what you're looking for. Jaren isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jaren
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.
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.
See something wrong? Request a correction. Read our methodology.