Firm
Collective Wealth Planning
Salem, Oregon
Fee-only
Collective Wealth Planning at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 31 individual clients, 10 of them high net worth.
- Its average account is about $400,000 (assets it manages divided by its 90 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Salem, Oregon |
|---|---|
| Website | collectivewealthplanning.com |
| [email protected] | |
| Phone | (503) 476-1142 |
Collective Wealth Planning fees
Collective Wealth Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, ongoing planning fee. 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 | $36 million |
| Individual clients | 21 |
| High-net-worth clients | 10 |
| Accounts managed | 90 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 323657 |