Fee-only adviser · Lake Mary, FL
Collaborative Wealth
Collaborative Wealth is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Lake Mary, Florida. On its latest Form ADV, filed March 18, 2026, it reports $653M in regulatory assets under management, 915 individual clients and 9 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 142106 · SEC file 801-80100 |
| Office | 972 International Parkway Lake Mary, FL 32746 |
| Phone | (407) 792-3336 |
| Website | collaborativewealth.com |
| Regulatory assets under management | $653M ($594M discretionary) |
| Individual clients | 740 non-high-net-worth, 175 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 13 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 18, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Lake Mary
- Shariaportfolio, Inc. $3.0B
- Heartwood Financial Services $83M
- Financial Life Designs LLC $38M
- Haysley Financial Services, Inc. $12M
- Symphony Financial Team Not reported
- Bluestar Wealth Management $140M
See all 8 fee-only advisers in Lake Mary →
Nearby
- Longwood 4 firms
- Casselberry 1 firm
- Altamonte Springs, 1 firm
- Maitland 5 firms
- Winter Park 18 firms
- Oviedo 1 firm
- Orange City 1 firm
- Orlando 21 firms
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