Firm
The Wealth Collaborative
Corona Del Mar, California
Fee-only
The Wealth Collaborative at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 256 individual clients, 153 of them high net worth.
- Its average account is about $1.4 million (assets it manages divided by its 549 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Corona Del Mar, California |
|---|---|
| Website | thewealthcollaborative.com |
| [email protected] | |
| Phone | (818) 577-1180 |
The Wealth Collaborative fees
The Wealth Collaborative 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 · Fixed fees |
|---|---|
| Assets managed | $792 million |
| Individual clients | 103 |
| High-net-worth clients | 153 |
| Accounts managed | 549 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-68456) |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 142618 |
Advisors at this firm (3)
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- The Wealth Conservatory · Plymouth
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- Three Arch Wealth Management · Irvine
- Three Bridge Wealth Advisors · Los Altos
- Three Main Points · Los Gatos
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