COLLABORATIVE FINANCIAL SOLUTIONS LLC

Overview

Collaborative Financial Solutions LLC is a small, independent registered investment adviser that combines financial planning and discretionary portfolio management for individuals, families and small businesses with insurance brokerage services. The firm charges clients through a mix of percentage-of-AUM fees, hourly and fixed fees, and commissions, which allows it to serve a range of client needs from ongoing wealth management to hourly planning engagements or transaction-based business. On the investment side the firm shows a clear tilt toward liquid equity exposures. Exchange-traded equities are the dominant holding on the books, complemented by mutual funds and separately managed account structures. Collaborative Financial Solutions does not position itself as a capital allocator to private fund managers or a provider of third‑party alternative strategies, and it is not categorized as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices