DoINeedAFinancialAdvisor
Claim
← Back to directory

collective wealth partners, llc

We don't vet or endorse listed businesses.

collective wealth partners, llcatlanta, GA

Additional Information

Collective Wealth Partners provides comprehensive financial planning and investment management for individuals and families navigating retirement and life transitions. Founded in 2022 by four CERTIFIED FINANCIAL PLANNER® professionals, the firm offers fiduciary-focused wealth management combining institutional expertise with personalized, relationship-driven service.

CERTIFIED FINANCIAL PLANNER®

Specializes in

Retirement planningLife transitionsLong-term wealth managementTax strategyEstate planningEquity compensation

Services

Financial planningInvestment managementGoal settingCash flow analysisInvestment planning and managementInsurance planningTax planning and analysisEstate and legacy planningReal estate investing guidanceEquity compensation planning+1 more

Established 2022 · Serving Atlanta, Remote

Additional information extracted from the firm's public website. Last updated: September 15, 2026

Contact Information

Phone: (404) 633-9952

Website: https://www.collectivewealthpartners.com

Own this business? Claim it free to unlock:

  • Manage your photos
  • Update hours & business info
Claim This Listing

Run a different financial advisor in atlanta? Add your business →

Optional

Confirm your Google profile

This step is optional. Find your Google Maps profile, then continue with the normal claim process.

Find on Google Maps

Open your profile, choose Share, and copy the Google Maps link back here.

We only check whether the link identifies a Google profile. It is not saved or connected.

Ready to manage this business?

Claim This Listing

Send an Inquiry

You might also need:

Not Sure Which Pro? →Free Mortgage Calculator →Find an Accountant →Find an Insurance Broker →Insurance Brokers in Houston, TX →Insurance Brokers in San Antonio, TX →Insurance Brokers in Chicago, IL →

Frequently Asked Questions

How much does a financial advisor cost in atlanta?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.