Wealthcollab

Updated today

Total assets under management

$229,477,787

Total clients

72% high-net worth

Total advisors

of 1 employees

Firm size

Supported

1-3 advisors, or $200M+ in AUM

Average clients per advisor

Average account size

$3,425,042

Client services

Financial planning Portfolio management

Fee options

Fixed

Comprehensive Financial Life Planning at $1,375 per month; Family Office Services range from $1,375 to $5,000 per month

Project-based

$300.00 per hour for financial planning

Other

Fee-only: $300.00 per hour for hourly/project-based financial planning; fees may be negotiable

Disclosures

Main office location

Wealthcollab

1400 112 Th Ave Se, Suite 100

Bellevue WA 98004, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Website 206-456-6171

Advisors at this firm

Daniel F

CFA®, CFP®

Bellevue, WA

Wealthcollab

WealthCollab was created to help analytically minded business owners and technology professionals achieve and maintain financial independence. As a boutique firm, we take a uniquely personal and transparent approach to understanding and advising on your fundamental financial priorities. While making smart investment decisions is critical to success, a focus on other areas of your finances like taxes, budgeting, insurance needs, retirement contributions, savings targets and business/real estate interests can be just as important. For this reason, our focus is to provide a comprehensive framework for aligning ALL your financial decisions with your objectives. Unlike traditional firms, WealthCollab charges a fixed fee rather than a percentage of assets or commission schedule. In most cases, this better aligns our interests and saves clients money.

Business ownership considerations Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Technology Professional Gen X (Born 1965-1980)

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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