A complete list of active advisors currently associated with Collective Wealth Advisors LLC

Warmer can help you find a great advisor at Collective Wealth Advisors LLC or one who fits your needs even better.

With about $157 million in assets under management and a five‑advisor team, Collective Wealth Advisors is a fee‑based investment adviser serving individuals, high‑net‑worth clients, charitable organizations and businesses. The firm provides discretionary and non‑discretionary portfolio management, financial planning and consulting, 3(21) ERISA retirement‑plan advisory services, and management of variable annuity and variable life products. Investment programs are implemented using third‑party account administration and asset‑allocation models provided by Focus Partners Advisor Solutions (FPAS), and may include mutual funds (including an American Funds program), ETFs, equities and fixed income; client goals and risk tolerances are documented in an Investment Policy Statement with periodic rebalancing, quarterly reviews, and custodial account statements delivered at least quarterly. CWA may hire sub‑advisors to manage portions of client assets, maintains ongoing supervision of portfolios, and discloses fiduciary responsibilities and potential conflicts of interest to clients. A feature that sets the firm apart from many peers is its regular offering of educational seminars and workshops, provided at no charge and sometimes co‑sponsored with FPAS, which the brochure describes as educational and not investment‑specific. The firm also highlights ERISA plan participant education and group enrollment meetings as part of its retirement‑plan services and combines in‑house oversight with outsourced sub‑advisory solutions for specialized strategies.

To learn more about the advisors currently working at Collective Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.