The Wealth Collaborative, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$50,000

“These fees are negotiable, but fixed fee engagements generally range from $1,500 to $50,000 depending upon the nature and scope of the services rendered and the professional rendering of such services.”

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

How The Wealth Collaborative, Inc. bills

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

• “Generally, TWC requires one-half of the estimated wealth planning/consulting fee payable upon entering the written Agreement.”
• “The balance is generally due upon delivery or completion of the agreed-upon reports or services.”
• “Fees for Management During Partial Quarters of Service For the initial period of investment management services, the fees are calculated on a pro-rata basis.”

How The Wealth Collaborative, Inc.’s fees compare

• Its flat or project fee of $1,500-$50,000 spans the California median of $5,000. 94% of the 796 other California planners that publish a flat or project fee charge less.

About The Wealth Collaborative, Inc.

• Principal: Jeffrey Wheeler
• Firm size: 3 employees.
• Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

256

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$791,560,364

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

142618

Website

facebook.com/thewealthcollaborative.com (opens in new tab)

Phone

(818) 577-1180

Can advise clients in 2 states: California, Texas

Other planners in Corona Del Mar that publish fees

• Global Wealth ManagementCorona Del Mar$250⁠-⁠$350/hr, $1,500⁠-⁠$3,500
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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