Collaborative Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“We charge an hourly fee of $250 for financial planning services, which is due upon completion of services rendered.”

Flat or project fee

$800⁠-⁠$4,000

“In some circumstances, we will charge a fixed fee for financial planning services, which ranges from $800 to $4,000.”

Annual fee

$1,500⁠-⁠$15,000/yr

“Alternatively we may charge an annual fixed fee, ranging from $1,500 to $15,000 payable quarterly in arrears.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Collaborative Wealth Advisors, LLC bills

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

• “Our annual portfolio management fee is billed and payable quarterly in arrears based on the value of your account on the last day of the quarter.”
• “Our advisory fee is negotiable, depending on individual client circumstances. 6 At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.”
• “Fees are negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”

How Collaborative Wealth Advisors, LLC’s fees compare

• Its hourly rate of $250 is below the Massachusetts median of $300. 27% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• Its flat or project fee of $800-$4,000 is below the Massachusetts median of $4,750. 21% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Westford that publish a flat or project fee charge less.
• Its annual fee of $1,500-$15,000 spans the Massachusetts median of $8,250. 50% of the 62 other Massachusetts planners that publish an annual fee charge less.

About Collaborative Wealth Advisors, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2003 (23 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

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

1% a year

Minimum

$200,000 in assets (stated in brochure)

Clients

200

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$84,236,831

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

128431

Website

cwagroup.com (opens in new tab)

Phone

(978) 392-3630

Other planners in Westford that publish fees

• Hoyt Wealth ManagementWestford$4,800⁠-⁠$9,600, $300⁠-⁠$1,000/mo
• North Shore Wealth ManagementWestford$1,000⁠-⁠$3,000
• Perennial Advisors Group, LLCWestford$5,000
• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000

Compare all 5 planners in Westford