Collective Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$56,800,000
Clients
194
Advisors
3
across 2 offices
About
Collective Wealth Partners is a wealth management firm that advises individuals, high‑net‑worth clients, families, trusts, and small businesses with comprehensive, goals‑based financial planning, investment management (discretionary and non‑discretionary), retirement plan advisory, and estate planning services. The firm also offers limited consultations and coordinates implementation with third‑party investment managers and custodians as part of its service offerings.
The firm builds customized portfolios using individual stocks, mutual funds, and ETFs and may incorporate fixed income, REITs, and private investments such as private credit and private equity when appropriate for a client’s circumstances. It performs due diligence on private placements, monitors ongoing performance and operational reports, and recommends and oversees third‑party model and managed‑portfolio platforms to align investments with client objectives and risk tolerance.
What distinguishes the firm from many peers is its practice of running employee financial‑wellness programs and educational counseling, including seminars and workshops that specifically address financial issues affecting women and minorities — services that are relatively uncommon among comparable team firms. It also provides business‑focused offerings such as Fractional CFO services for entrepreneurs and uses a third‑party digital estate‑planning platform, while disclosing affiliated adviser relationships and reciprocal referral arrangements as part of its governance.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Comprehensive Financial Planning fixed fees starting at $6,500 for individuals and $8,500 for couples; Limited Engagement Financial Planning typically $1,600-$3,500; Fractional CFO Services fixed fees $5,000-$15,000 annually; Employee Benefits/Assistance Program Advisement Services typically fixed annual fees; Estate Planning Services $400-$1,200
$1 - $500,000: 1.2% $500,001 - $1,000,000: 1.0% $1,000,001 - $2,500,000: 0.9% $2,500,001 - $5,000,000: 0.8% $5,000,001+: Negotiable
Comprehensive Financial Planning: $250-$500 per hour; Limited Engagement Financial Planning: $200-$500 per hour (both negotiable)
Fee-only: Comprehensive Financial Planning: $250-$500 per hour or fixed fees starting at $6,500 for individuals and $8,500 for couples (negotiable); Limited Engagement Financial Planning: $200-$500 per hour or fixed fees $1,600-$3,500 (negotiable); Fractional CFO Services: fixed fees $5,000-$15,000 annually (negotiable); Employee Benefits/Assistance Program Advisement Services: typically fixed annual fees (negotiable), paid quarterly in advance; Retirement Plan Advisory Services: up to 0.50% annually (negotiable); Estate Planning Services: $400-$1,200 (typical range, negotiable)
Main office
See office1100 Peachtree Street NE, Suite 250
Atlanta GA 30309
Advisors at this office
2
Offices (2)
Most active in
California · Colorado · District of Columbia · Florida · Georgia · Illinois · Maryland · Michigan · New Jersey · New York · North Carolina · Pennsylvania · Texas · Virginia · Washington
Also doing business as
Altruist Wealth Partners, LLC · Collective Wealth Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
Emma F
CFP®, Series 66
Atlanta, GA
Collective Wealth Partners, LLC
Emma Foulkes is a CFP® professional with 24 years of industry experience. She is currently with Collective Wealth Partners, LLC, where she has worked since 2021. Prior to that, she spent seven years with Cambridge Investment Research. Outside of her advisory role, Foulkes is an author and speaker on financial education, owner of a financial television network, and serves on multiple nonprofit boards. She also volunteers as a subject matter expert for the CFP Board’s exam development. Collective Wealth Partners serves individuals, families, trusts, and businesses with investment management and financial planning services. The firm uses fundamental analysis to construct diversified portfolios and offers educational seminars and financial-wellness programs, including counseling targeted to women and minorities.
Brian M
CFP®, Series 63, Series 66
Aurora, CO
Collective Wealth Partners, LLC
Brian Mc Kinney is a CFP® professional with 14 years of experience in financial advising. He is currently with Collective Wealth Partners, LLC, where he has worked since 2022. His prior experience includes roles at GRID 202 Partners, Smart Money Group LLC, Denver Public Schools, DaVita, USAA Financial Planning Services, Merrill, Blackrock Investment Management, and others. Outside of his advisory work, Brian is also an owner and speaker for a non-investment-related speaking business. Collective Wealth Partners is a wealth management firm that provides comprehensive financial planning, investment management, retirement plan advisory, and estate planning services to individuals, families, trusts, and small businesses. The firm emphasizes customized portfolio construction and offers employee financial-wellness programs and educational counseling, including services tailored to women and minorities.
Kamila E
CFP®, Series 63, Series 65
Atlanta, GA
Collective Wealth Partners, LLC
Kamila Elliott is a CFP® professional with 23 years of industry experience, currently serving at Collective Wealth Partners, LLC. Her prior roles include positions at Dimensional Fund Advisors, LPL Financial, and The Vanguard Group. She chairs the CFP Board of Standards and contributes to the CNBC Financial Advisor Council. Collective Wealth Partners serves individuals, families, trusts, and businesses with investment management, financial planning, and business consulting. The firm emphasizes fundamental analysis and portfolio construction while offering educational seminars and financial-wellness programs, including services tailored to women and minorities.
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