# Collaborative Financial Solutions LLC

> Collaborative Financial Solutions LLC is a state-registered investment advisory firm in Brookline, MA, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 312627
- Filed as: COLLABORATIVE FINANCIAL SOLUTIONS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Brookline, MA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312627
- AdvisorCensus page: https://advisorcensus.com/firm/collaborative-financial-solutions-llc-brookline-ma-312627

## Quick answers

**How is Collaborative Financial Solutions LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Collaborative Financial Solutions LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

**Where is Collaborative Financial Solutions LLC located?**
Collaborative Financial Solutions LLC's principal office is in Brookline, MA, according to its Form ADV.

**Is Collaborative Financial Solutions LLC registered with the SEC or a state?**
Collaborative Financial Solutions LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312627.

**How much does Collaborative Financial Solutions LLC manage?**
Collaborative Financial Solutions LLC reports $14,000,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Collaborative Financial Solutions LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (23); high net worth individuals (10).

**Does Collaborative Financial Solutions LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312627

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $14,000,000
- Discretionary: $14,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $5,500,000 |
| High net worth individuals | 10 | $8,500,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- collaboratefs.com
- LinkedIn @collaborative-financial-solutions
- LinkedIn @craigharsfield
- X @CraigHarsfield

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Collaborative Financial Solutions LLC (CRD 312627): Form ADV filing data as of October 2026.