Advisor at Collaborative Advice
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Collaborative Advice
Location
Madison, MS
Credentials
CFP®, CFA®, Series 63, Series 66
Industry experience
15 years
Travis Woods is a CFP® and CFA® with 15 years of industry experience, currently serving as the principal advisor at Collaborative Advice LLC. His prior roles include positions at Purshe Kaplan Sterling Investments and various business consulting ventures. Outside of advisory work, Woods is the Chief Financial Officer of Maybe Finance, Inc., and a business consultant and partner in several consulting and business ventures. Collaborative Advice LLC provides financial planning and discretionary investment management primarily to high-net-worth individuals. The firm emphasizes asset allocation and Modern Portfolio Theory, utilizing passive investment strategies alongside fundamental analysis, and focuses on planning and consultative services rather than managing large assets under management.
Based on Collaborative Advice
Fixed fees for Project-Based Financial Planning ranging from $2,000 to $10,000
0.50% annually
$300 per hour
Fee-only: Financial planning fees ranging from $2,000 to $10,000
Madison, MS
Louisiana · Mississippi · Texas
TBW Enterprises
2023 - Present (3 years)
Maybe Finance, Inc.
2021 - Present (5 years)
Willowcrest LLC
2020 - 2023 (3 years)
Collaborative Advice LLC
2017 - Present (9 years)
Efp Advisors Inc D/B/A Collaborative Advice
2014 - 2023 (9 years)
Purshe Kaplan Sterling Investments
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 65
Jackson, MS
Eversight Wealth LLC
CFP®, CPA
Madison, MS
Elevated Retirement Financial Services
Elevated Retirement Financial Services provides financial planning, retirement planning, and investment management. Vinicius “V” Hiratuka, CPA, CFP® is a fee-only, fiduciary financial advisor located in Madison, MS. Vinicius, who goes by “V,” founded Elevated Retirement Financial Services out of deep care for people’s financial lives in retirement. Building meaningful and constructive relationships with his clients is what he enjoys most about his work. V was born and raised in Brazil and moved to the United States in 2005. He obtained his undergraduate degree from Mississippi College and completed his graduate studies at Vanderbilt University. He is a NAPFA-Registered Advisor, a Certified Public Accountant, and a Certified Financial Planner™ Professional. He enjoys playing soccer, serving his church, reading, and spending time with his family and close friends.
Series 63, Series 65
Madison, MS
FHZ Wealth Management, LLC
CFP®, PFS™
Canton, MS
Reiber Wealth
CFA®, Series 65
Clinton, MS
Wealth Management, LLC
CFA®, CFP®, CPA
Jackson, MS
Lefleur Financial
Josh started his career with Ernst & Young in Memphis. In 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. Over the next few years, he developed the firm into a more narrowly focused tax practice and began expanding the client base and tax services. Through building relationships and serving clients, Josh began to see a need for more than just tax planning. As a result, he obtained the Certified Financial Planner (CFP) designation and created LeFleur Financial to better serve his clients. Now he provides individuals and small businesses with tax-conscious financial advice and investment management services so that they can efficiently accumulate wealth for retirement.
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