Collective Wealth Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$20,899,208
Total clients
23
22% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
23
Average account size
$908,661
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
Financial planning fixed fees range from $300 to $15,000; Educational seminars fees range from $0 to $2,500 per seminar
$0.00 - $500,000: 1.50% $500,000.01 - $1,000,000: 1.00% $1,000,000.01 - $3,000,000: 0.80% $3,000,000.01 - $5,000,000: 0.60% $5,000,000.01+: 0.40%
Hourly planning available at $400 per hour
Account minimum: $500,000 Fee-only: Fixed fee ranging from $300 to $15,000; hourly fee at $400 per hour
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Collective Wealth Planning
Salem OR, United States
Number of offices
2
Forms ADV
Quick links
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