COLLECTIVE FAMILY OFFICE, LLC
SEC RegisteredProtect What You've Built. Empower What Comes Next.
About the firm
At Collective Family Office, we serve as your family's steward—aligning every part of your balance sheet under one clear, cohesive plan. We are dedicated to providing investment management and strategic wealth planning that is specific to you and your situation, striving to be our client's trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Services include retirement planning, qualified tuition plans, annuities, mutual funds, certificates of deposit, employee pension plans, other retirement savings plans, life insurance, long-term care, disability and critical illness insurance, and health insurance/group health benefits, as well as investment management, tax planning, trust and legacy planning, and estate planning.
Who they serve
Families, businesses, and institutions with complex wealth, including families seeking to preserve, grow, and pass on wealth across generations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 63 | $24M |
| High Net Worth Individuals | 80 | $500M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 1 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COLLECTIVE FAMILY OFFICE, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.