Collective Wealth Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Hourly planning is available at the discretion of CWP at a rate of $400 per hour.”

Flat or project fee

$300⁠-⁠$15,000

“The fixed fee ranges from $300 - $15,000 and is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, 8 and resources required to provide services to you, among other factors we deem relevant.”

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

How Collective Wealth Planning bills

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

• “Fees are paid quarterly, in advance of each calendar quarter as described in the following table.”
• “The investment advisory fee in the first quarter of service is prorated from the inception date of the account(s) to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of CWP.”

How Collective Wealth Planning’s fees compare

• Its hourly rate of $400 is above the Oregon median of $250. 86% of the 123 other Oregon planners that publish an hourly rate charge less.
• 3 of the 5 other planners in Salem that publish an hourly rate charge less.
• Its flat or project fee of $300-$15,000 spans the Oregon median of $4,000. 78% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Salem that publish a flat or project fee charge less.

About Collective Wealth Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners

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

Minimum

$500,000 in assets (stated in brochure)

Clients

31

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$35,985,340

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323657

Website

collectivewealthplanning.com (opens in new tab)

Phone

(503) 476-1142

Other planners in Salem that publish fees

• Capital Financial PlannersSalem$250⁠-⁠$350/hr
• Capstone Wealth Advisors, LLCSalem$100⁠-⁠$750/hr, $500⁠-⁠$10,000
• Difi AdvisorySalem$2,000, $16,000/yr
• Goldmark Financial Planners, LLCSalem$90/hr
• JGC Tax & Wealth ManagementSalem$250/hr
• JH AdvisorsSalem$75⁠-⁠$2,295/hr, $95⁠-⁠$695/mo

Compare all 9 planners in Salem