Collective Wealth Partners, 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-⁠$500/hr

“The hourly rate ranges from $250 to $500 per hour (minimum 1 hour).”

Flat or project fee

$6,500

“Our fixed fees begin at $6,500 for individuals and $8,500 for couples, but may be more based on complexity.”

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

How Collective Wealth Partners, LLC bills

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

• “Advisory fees for Investment Management Services are due and payable quarterly in advance (i.e., at the beginning of each calendar quarter).”
• “Clients may also choose to pay advisory fees for Investment Management Services by direct payment methods of (a) mailing a check to our address, (b) electronic funds transfer, or (c) other methods as mutually agreed between us and the client.”
• “Clients who choose a direct payment method will receive advisory invoices either in person or electronically, and payment is due upon receipt.”

How Collective Wealth Partners, LLC’s fees compare

• Its hourly rate of $250-$500 is above the Georgia median of $250. 78% of the 169 other Georgia planners that publish an hourly rate charge less.
• 30 of the 47 other planners in Atlanta that publish an hourly rate charge less.
• Its flat or project fee of $6,500 is above the Georgia median of $5,000. 72% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 30 of the 47 other planners in Atlanta that publish a flat or project fee charge less.

About Collective Wealth Partners, LLC

• Firm size: 6 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 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

Clients

194

Employees

6

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, educational seminars and workshops, and other services

Assets managed

$59,900,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

317519

Website

facebook.com/CollectiveWealthPartners (opens in new tab)

Phone

(404) 633-9952

Can advise clients in 15 states: California, Colorado, District of Columbia, Florida, Georgia, Illinois, Maryland, Michigan, North Carolina, New Jersey, New York, Pennsylvania, Texas, Virginia, Washington

Other planners in Atlanta that publish fees

• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000
• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000
• Anchyra Partners LLCAtlanta$500⁠-⁠$1,000/hr, $5,000⁠-⁠$100,000
• Aprio Wealth Management, LLCAtlanta$2,500/yr
• Atlanta Wealth Management, Inc.Atlanta$240/hr
• Aust Financial Advisory, LLCAtlanta$400/hr, $6,000

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