A complete list of active advisors currently associated with Collective Wealth, LLC
Warmer can help you find a great advisor at Collective Wealth, LLC or one who fits your needs even better.
Collective Wealth provides discretionary asset management, financial planning, and retirement-plan advisory services to high‑net‑worth individuals, charitable organizations, corporations, and qualified retirement plans. The firm offers both individual portfolio management and ERISA plan services — functioning as either a limited‑scope 3(21) fiduciary or a full‑discretion 3(38) investment manager — and also supports participant education and investment policy development. Investment programs are tailored to clients’ stated goals, time horizons and risk tolerances, with ongoing monitoring, rebalancing and the use of technical analysis; the firm operates with discretionary trading authority and may employ options and other derivative strategies when appropriate. Unusually for a small independent adviser, Collective Wealth permits borrowing (margin) within separately managed accounts and states that fees may be billed on net asset value when margin is used. Distinctive features relative to peers include providing pension consulting and serving pension and profit‑sharing plan clients, services that are statistically uncommon among similar independent advisers, and maintaining an affiliated insurance business whose representatives receive commissions for insurance product sales — a disclosed conflict of interest. The firm also discloses custodial economic benefits and direct fee deduction practices; prospective clients should review the firm’s ERISA disclosures and Code of Ethics for details.
To learn more about the advisors currently working at Collective Wealth, 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.
Name |
Location |
Years of experience |
|---|---|---|
Tulsa, OK
| 12
|
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