# Collective Wealth Planning

Collective Wealth Planning is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** collectivewealthplanning.com
- **LinkedIn:** https://www.linkedin.com/company/collective-wealth-planning

## Regulatory record

- **CRD number:** 323657
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323657

## About

Empowering Resources for a Bountiful Harvest | Collective Wealth Planning is a fee-only financial planning and wealth management firm that serves Oregon public employees and retirees. We help our client families align their resources with what they value most.

## Sectors

- Financial Services
- Wealth Management

## Questions

### Who runs investment decisions at Collective Wealth Planning?

The firm's website does not list named principals or an investment committee. Leadership structure is not publicly disclosed per available public records.

### How does Collective Wealth Planning source investment opportunities?

The firm's public materials describe a focus on low-cost passive vehicles such as ETFs and mutual funds. There is no indication of proprietary deal flow or direct private investments.

### What geographic region does Collective Wealth Planning primarily serve?

Specific headquarters and office locations are not publicly disclosed. The firm serves clients across the United States based on its website positioning.

## Related profiles

- [Center Hill Wealth](https://altss.com/profile/center-hill-wealth-llc)
- [SP Wealth Planning](https://altss.com/profile/sp-wealth-planning)

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Last updated: 2026-07-06T01:24:14.351Z

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