# Collective Wealth Advisors LLC

> Collective Wealth Advisors LLC is an SEC-registered investment advisory firm in Coppell, TX, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 8, 2026.

- CRD: 289157
- Filed as: COLLECTIVE WEALTH ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coppell, TX
- Filing period: October 2026
- Form ADV filing dated: July 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289157
- AdvisorCensus page: https://advisorcensus.com/firm/collective-wealth-advisors-llc-coppell-tx-289157

## Quick answers

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

**How much does Collective Wealth Advisors LLC charge?**
Its Form ADV Part 2A brochure dated July 8, 2026 states: Hourly rate: $300 an hour (Financial Planning Services); Flat fee: $500 to $5,000 (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Collective Wealth Advisors LLC located?**
Collective Wealth Advisors LLC's principal office is in Coppell, TX, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Collective Wealth Advisors LLC registered with the SEC or a state?**
Collective Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 289157.

**How much does Collective Wealth Advisors LLC manage?**
Collective Wealth Advisors LLC reports $157,005,962 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (99% discretionary).

**How have Collective Wealth Advisors LLC's assets and staff changed since 2025?**
In the Form ADV data for Collective Wealth Advisors LLC: Regulatory assets under management: $139,765,830 in the October 2025 data and $157,005,962 in the October 2026 data, up 12%. Total employees: 6 in October 2025 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Collective Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (183); high net worth individuals (39); charitable organizations (1).

**Which custodians does Collective Wealth Advisors LLC use?**
Collective Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Collective Wealth Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289157

**Does Collective Wealth Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 8, 2026 says: "CWA does not require a minimum to open an account."

**What changed in Collective Wealth Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $139,765,830 to $157,005,962 (+12%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 8, 2026)

- Account minimum: None

> CWA does not require a minimum to open an account.

- Hourly rate: $300 an hour (Financial Planning Services)

> Financial Planning Services are offered based on an hourly fee of $300 per hour.

- Flat fee: $500 to $5,000 (Financial Planning Services)

> Financial Planning Services are offered based on a flat fee between $500 and $5,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $157,005,962
- Discretionary: $155,012,697
- Non-discretionary: $1,993,265

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 183 | $62,724,365 |
| High net worth individuals | 39 | $93,199,397 |
| Charitable organizations | 1 | $36,679 |
| Corporations or other businesses not listed above | 1 | $1,045,521 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Lake Charles, LA
- Phoenix, AZ

### Websites listed on Form ADV (Item 1.I)
- collectivewealthadvisors.com
- LinkedIn @SOVEREIGNWEALTHMGMT
- LinkedIn @DRNELSONJR
- LinkedIn @collectivewealthadvisors
- LinkedIn @andreanelsonaz
- LinkedIn @dougburnettemdcfp
- LinkedIn @r-scott-maxwell-mba-7b67147
- LinkedIn @r-scott-maxwell-mba-cfp®-7b67147
- LinkedIn @trey-nelson-857298a

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $139,765,830 | 6 | July 8, 2025 |
| October 2026 | $157,005,962 | 7 | July 8, 2026 |

Regulatory assets under management: $139,765,830 in the October 2025 data and $157,005,962 in the October 2026 data, up 12%.
Total employees: 6 in October 2025 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $139,765,830 to $157,005,962 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Collective Wealth Advisors LLC (CRD 289157): Form ADV filing data as of October 2026.