Collective Wealth Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$35,985,340
Clients
31
32% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
31
TypicalAverage account size
$1,160,817
About
The firm serves individual and high-net-worth clients with wealth management and investment management services and delivers comprehensive financial planning, including written plans and retirement planning analysis. It also offers project-based Oregon PERS consultations on an hourly basis and provides educational seminars and speaking engagements on general financial topics.
The firm's investment process emphasizes asset-allocation-driven portfolio construction informed by fundamental and technical analysis, and it typically manages client accounts on a discretionary basis while allowing reasonable client-imposed restrictions. It may engage third‑party outside managers — including GeoWealth as a sub-advisor — and uses those platforms to implement model allocations, including socially conscious (ESG) portfolios, while operating as a fee‑only adviser.
Noteworthy aspects relative to peers include the practice’s solo‑advisor structure combined with the explicit offering of educational seminars and public speaking (services that are uncommon among independent advisers) and the addition of Oregon PERS consultations as a distinct service. The firm also coordinates arrangements with custodians and outside managers whereby an outside manager debits a consolidated advisory fee and remits the firm’s portion, rather than billing clients separately for each manager.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Tax strategies for small businesses
Fee options
Fixed fee for financial planning services ranges from $300 to $15,000
$0 - $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%
$400 per hour for financial planning services and Oregon PERS consultations
Account minimum: $500,000 Fee-only: Fixed fee range $300-$15,000; Hourly fee $400/hour for financial planning services; $400/hour for Oregon PERS consultations
Main office location
Collective Wealth Planning
393 State St #230
Salem OR 97301, United States
Number of offices
2
Most active in
Collective Wealth Planning has reported serving >5 clients in these states in the last 12 months.
Oregon
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Quick links
Advisors at this firm
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