Advisor at Collaborative Wealth Advisors, LLC
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Firm
Collaborative Wealth Advisors, LLC
Location
Westford, MA 01886
Credentials
CFP®, Series 63
Industry experience
35 years
Ronald Dokus is a CFP® with 35 years of industry experience, currently serving at Collaborative Wealth Advisors, LLC since 2023. He previously worked at Guardian Life Insurance Co and Park Ave Securities from 2005 to 2023. Outside of his advisory role, he prepares simple tax returns and owns Dokus Financial Partners, LLC. Collaborative Wealth Advisors provides discretionary portfolio management, modular financial planning, and retirement plan advisory services to individuals, trusts, estates, and other entities. The firm manages approximately $76.4 million in discretionary assets and employs a combination of fundamental, technical, and cyclical analysis in portfolio construction, offering tailored investment solutions and comprehensive financial planning.
Based on Collaborative Wealth Advisors, LLC
Based on Collaborative Wealth Advisors, LLC
Fixed fees for financial planning services ranging from $800 to $4,000; fixed fees for retirement plan advisory services ranging from $500 to $15,000; alternative fixed portfolio management fee ranging from $1,500 to $15,000
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $1,500,000: 0.70% $1,500,001+: 0.50%
$250 per hour for financial planning services
Account minimum: $200,000 minimum account value Minimum fee: Minimum annual fee of $500 for portfolio management services Fee-only: Hourly fee of $250 for financial planning; fixed fees ranging from $800 to $4,000 for financial planning; fixed fees for retirement plan advisory services ranging from $500 to $15,000
319 Littleton Rd, Suite 204
Westford, MA 01886
Massachusetts
Collaborative Wealth Advisors, LLC
2023 - Present (3 years)
Guardian Life Insurance Co
2005 - 2023 (18 years)
Park Ave Securities
2005 - 2023 (18 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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