Collaborative Advice
RIASEC Registered
Total AUM
$656K
Discretionary
$656K
100% of AUM
Avg account
$109K
Accounts
6
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 327565
- Website
- www.collaborativeadvice.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Collaborative Advice is organized as a limited liability company and is owned by an individual. The firm offers financial planning and portfolio management services tailored to individuals and small businesses. Its fee arrangements include percentage-of-assets, hourly charges, and fixed fees. Collaborative Advice does not identify as an active ESG investor, does not serve as a capital allocator to external managers, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Travis Woods
Founder and CCOCRD 5557118
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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