Collective Wealth Partners, LLC

Collective Wealth Partners, LLC is a registered investment adviser based in Atlanta, Georgia, providing wealth management services since December 2021. The firm offers customized financial planning, investment management, and advisory consultations to individuals, families, trusts, estates, and businesses. The principal owners, including Shardea M. Ages, CFP®, oversee the firm's operations. For Investment Management Services, the firm offers both non-discretionary and discretionary options, constructing portfolios using individual securities and third-party investment management platforms like Orion Portfolio Solutions and GeoWealth Management. Financial Planning Services include comprehensive and limited engagement plans, with fees ranging from $250 to $500 per hour or $2,500 to $10,000 fixed fees. The firm also provides Fractional CFO Services, Employee Benefits/Assistance Program Advisement, and Retirement Plan Advisory Services as a Fiduciary Advisor under ERISA. Collective Wealth Partners does not engage in soft dollar arrangements, receives no compensation for client referrals, and does not cast proxy votes for clients. The firm exercises non-discretionary and discretionary authority over client accounts, with no custody of client funds. The advisers are CFP® professionals and adhere to the CFP Board’s Standards of Professional Conduct. Clients have options for retirement account rollovers, with recommendations made in the client's best interest to mitigate conflicts of interest.