Firm
Collaborative Wealth
Lake Mary, Florida
Fee-only
Collaborative Wealth at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 7 advisors are listed here; 1 of 7 hold the CFP.
- Its Form ADV reports 13 employees and 915 individual clients, 175 of them high net worth.
- Its average account is about $335,000 (assets it manages divided by its 1,948 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Lake Mary, Florida |
|---|---|
| Website | collaborativewealth.com |
| Phone | (407) 792-3336 |
Collaborative Wealth fees
Collaborative Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $653 million |
| Individual clients | 740 |
| High-net-worth clients | 175 |
| Accounts managed | 1,948 |
| Employees | 13 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-80100) |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 142106 |