Collective Wealth, LLC fees and pricing

Financial planner in Tulsa, Oklahoma. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 29, 2026, Collective Wealth, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Services are offered based on an hourly fee of $250 per hour.”

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

“Fees are billed monthly in arrears based on the total end of month value of the account for the previous month.”
“If margin is utilized, the fees will be billed based on the net asset value of the account.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

Its hourly rate of $250 matches the Oklahoma median of $250. 32% of the 41 other Oklahoma planners that publish an hourly rate charge less.
4 of the 19 other planners in Tulsa that publish an hourly rate charge less.

Principal: James N. Jackson
Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2022 (4 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 24
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $11,565,948
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 321142
Website: mycollectivewealth.com (opens in new tab)
Phone: (918) 814-0114

Can advise clients in 2 states: Oklahoma, Texas

Is something on this page wrong or out of date?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.