Collaborative Wealth fees and pricing

Financial planner in Lake Mary, Florida. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 18, 2026, Collaborative Wealth charges $200⁠-⁠$400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200⁠-⁠$400/hr; “Clients are billed at the rate of $200 - $400 an hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“Clients are charged a two-hour minimum for hourly services, which is due and payable upon signing an agreement.”
“Additional fees are payable as services that exceed two hours are performed or when services are completed.”
“The Adviser will regularly invoice clients for fees that are due and payable.”

Its hourly rate of $200-$400 spans the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
1 of the 3 other planners in Lake Mary that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2.5% a year
Clients: 915
Employees: 13
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $653,282,295
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 142106
Website: linkedin.com/company/collaborativewealth (opens in new tab)
Phone: (407) 792-3336

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.