The Wealth Collaborative
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Wealth Collaborative provides investment management, financial planning (both ongoing wealth strategy engagements and project-based plans), and retirement plan consulting for individual clients and small employer plans, reporting $1,399,060 in discretionary assets across 13 client relationships. The firm operates on a fee-only basis and also offers educational seminars and speaking engagements to organizations and the public.
Portfolios are managed on a discretionary basis under individualized investment policies and risk tolerances, with quarterly account reviews and the option to use outside managers or model portfolios (including a named model provider) to implement strategies. The firm’s methods include fundamental and cyclical analysis and a mix of passive and active approaches, and it accommodates reasonable client-imposed investment restrictions.
Distinctive elements include a formal seminar/speaking program—a service relatively uncommon among similar supported firms—and a client mix that is oriented toward non‑high‑net‑worth households rather than a high‑net‑worth focus. The principals hold professional credentials that cover financial planning and philanthropic advising, and the firm combines boutique scale with institutional relationships and technology-enabled model solutions.
Client services
Expertise
Occupation focus
Fee options
Project-Based Financial Planning fixed fees range from $4,000 to $60,000; Wealth Strategy initial fee $3,000 to $6,000 (may be waived); Educational seminars $0 to $15,000 per seminar.
0.50% to 1.50% annually
$250 per hour for Project-Based Financial Planning.
Fee-only: Investment management and financial planning fees are fee-only (no commissions).
Main office
Lake Saint Louis MO
Advisors at this office
2
Most active in
California · Missouri
Also doing business as
The Wealth Collaborative · The Wealth Collaborative 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.
Forms ADV
Quick links
Advisors at this firm
Alexandra M
Series 66
Lake Saint Louis, MO
The Wealth Collaborative
Alexandra Markulis is a financial advisor at The Wealth Collaborative with seven years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for six years. The Wealth Collaborative provides investment management, financial planning, and retirement plan consulting for individual clients and small employer plans. The firm manages portfolios on a discretionary basis using a blend of fundamental and cyclical analysis with both passive and active strategies, and it offers educational seminars and speaking engagements to organizations and the public.
Hannah W
CFP®, Series 66
Lake Saint Louis, MO
The Wealth Collaborative
Hannah Wardenburg is a CFP® and Series 66-licensed financial advisor at The Wealth Collaborative with six years of industry experience. Her prior roles include positions at Hightower and Edward Jones. The Wealth Collaborative offers investment management, financial planning, and retirement plan consulting for individuals and small employer plans. The firm uses a combination of fundamental and cyclical analysis alongside passive and active strategies, and provides educational seminars and speaking engagements in addition to managing discretionary portfolios tailored to clients' risk tolerances.
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