Collective Wealth Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Services are offered based on an hourly fee of $300 per hour.”

Flat or project fee

$500⁠-⁠$5,000

“Services are offered based on a flat fee between $500 and $5,000.”

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

How Collective Wealth Advisors LLC bills

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

• “The fee paid to CWA will be calculated in advance, each quarter-year, based upon the assets under management on the ending balance of the last day of the previous quarter and the fees will be collected from the respective Clients’ accounts.”
• “This refund will be issued either back into the Client account or by another method pre-approved by the Client.”
• “The fees will be billed quarterly in arrears.”

How Collective Wealth Advisors LLC’s fees compare

• Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
• 3 of the 4 other planners in Coppell that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Texas median of $3,850. 32% of the 401 other Texas planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Coppell that publish a flat or project fee charge less.

About Collective Wealth Advisors LLC

• Firm size: 7 employees.
• Founded: 2017 (9 years).

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

1.5% a year

Clients

222

Employees

7

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$157,005,962

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

289157

Website

linkedin.com/in/r-scott-maxwell-mba-cfp%C2%AE-7b67147 (opens in new tab)

Phone

(214) 427-1427

Can advise clients in 4 states: Arizona, Florida, Louisiana, Texas

Other planners in Coppell that publish fees

• Optimus Capital Advisors, LLCCoppell$250/hr, $500
• Pathsetter FinancialCoppell$250/hr, $500⁠-⁠$8,000
• PRS Wealth ManagementCoppell$3,000⁠-⁠$30,000
• Serendib Capital Management LLCCoppell$200/hr
• Stratia Wealth Management, LLCCoppell$400/hr

Compare all 8 planners in Coppell