Collaborative Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$84,236,831
Total clients
200
14% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
100
Average account size
$421,184
About
The firm provides discretionary portfolio management, modular financial planning and consulting, and retirement plan advisory services to individuals (including high-net-worth clients), as well as to trusts, estates, and other entities. It manages roughly $76.4 million in discretionary assets and operates with a small advisory team serving the firm's client base.
The firm gathers suitability information to construct and monitor tailored portfolios, typically using mutual funds and exchange-traded funds while also able to invest in individual equities, fixed income, and certain leveraged ETF or derivative strategies when appropriate; it uses fundamental, technical, and cyclical analysis and may employ short-term trading or rebalancing under discretionary authority. Financial planning is offered on an hourly or fixed-fee basis in a broad or modular format, and retirement plan services are provided to assist plan fiduciaries consistent with ERISA obligations.
Notably, several of the firm’s principals are licensed CPAs who provide tax and accounting services, and the firm is affiliated with a licensed insurance agency; the ADV discloses these relationships and the potential conflicts that may arise when in-house accounting or insurance services are recommended. Despite its small advisor count, the firm accepts ERISA-related retirement plan engagements and discloses operational practices such as standing letters of authorization for third-party transfers and its policies for custody and trade error remediation.
Client services
Expertise
Fee options
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
Main office location
Collaborative Wealth Advisors, LLC
319 Littleton Rd, Suite 204
Westford MA 01886, United States
Number of offices
1
Most active in
Massachusetts · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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