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Collaborative Wealth Advisors, LLC

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Client assets under management

$84,236,831

Clients

200

14% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

100

Very High

Average account size

$421,184

About

Collaborative Wealth Advisors, LLC provides portfolio management, modular financial planning, and retirement plan advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages roughly $84 million in discretionary client assets for about 200 clients and operates with a small advisory team.

The firm typically delivers discretionary portfolio management tailored to each client's objectives, monitoring and rebalancing accounts and using mutual funds, ETFs, and other securities as core investments. Its investment process incorporates fundamental, technical, and cyclical analysis, permits both long‑ and short‑term trading when suitable, and includes ERISA‑focused retirement plan consulting and participant education.

Notably, the firm maintains an ownership affiliation with a licensed insurance agency and has affiliated CPA/tax resources that may provide tax and accounting services alongside advisory offerings; the brochure discloses these relationships and the potential conflicts of interest that can arise if clients purchase insurance or tax services through affiliates. The combination of in‑house accounting capabilities and an affiliated insurance business, together with retirement‑plan fiduciary services, differentiates the firm from many peers of similar size.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Income planning General tax planning

Occupation focus

Retired

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Fee options

Fixed

Fixed financial planning fees ranging from $800 to $4,000; fixed retirement plan advisory fees from $500 to $15,000; annual fixed fee for portfolio management from $1,500 to $15,000

Percentage

$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.80% $1,000,000 - $1,500,000: 0.70% $1,500,000+: 0.50%

Project-based

$250 per hour for financial planning services

Other

Account minimum: $200,000 Minimum fee: Minimum annual fee of $500 Fee-only: Hourly financial planning fee of $250/hour; fixed financial planning fees ranging from $800 to $4,000; fixed retirement plan advisory fees 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

More info

Massachusetts · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 978-392-3630

Advisors at this firm

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user avatar

Richard B

Series 63

Westford, MA

Collaborative Wealth Advisors, LLC

Richard Boretti is a financial advisor at Collaborative Wealth Advisors, LLC with 25 years of industry experience. He holds a Series 63 designation and has worked at New England Securities since 2000. Boretti is also a licensed CPA. Collaborative Wealth Advisors provides discretionary portfolio management, modular financial planning, and retirement plan advisory services to individuals, trusts, estates, and other entities. The firm manages approximately $76.4 million in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual equities, fixed income, and certain leveraged or derivative instruments.

General retirement planning Income planning General tax planning Retired
user avatar

Ronald D

CFP®, Series 63

Westford, MA

Collaborative Wealth Advisors, LLC

Ronald Dokus is a CFP® with 35 years of industry experience, currently serving at Collaborative Wealth Advisors, LLC since 2023. He previously worked at Guardian Life Insurance Co and Park Ave Securities from 2005 to 2023. Outside of his advisory role, he prepares simple tax returns and owns Dokus Financial Partners, LLC. Collaborative Wealth Advisors provides discretionary portfolio management, modular financial planning, and retirement plan advisory services to individuals, trusts, estates, and other entities. The firm manages approximately $76.4 million in discretionary assets and employs a combination of fundamental, technical, and cyclical analysis in portfolio construction, offering tailored investment solutions and comprehensive financial planning.

General retirement planning Income planning General tax planning Retired
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