COLLECTIVE WEALTH PLANNING

Overview

Collective Wealth Planning is an independent, LLC-structured registered investment adviser that focuses on individuals and families. The firm delivers financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Fee arrangements are flexible: they blend percentage-of-AUM billing with hourly and fixed-fee engagements depending on client needs. Investment activity centers on pooled public vehicles — primarily mutual funds and public funds — with an explicit orientation toward ESG strategies; the firm identifies itself as an active ESG investor. The adviser does not present itself as a capital allocator or multi-state advisory platform, and its client base is concentrated on private individuals, households and small business owners rather than institutional or pension clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices