$655.6K Total AUM
$655.6K Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-20-2023
- Office Locations
- 1
Office Locations
-- Madison MS
About Collaborative Advice
Collaborative Advice is a state-registered RIA providing financial planning for physicians. The firm supports holistic wealth planning—tax and estate planning, insurance, and portfolio construction—using mutual funds and ETFs across fixed income, alternatives, and asset-allocation strategies. Custody includes Altruist. Currently not accepting new clients.
Team overview
37 AVG AGE
$655.6K AVG AUM / ADVISOR
$26.2K AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
Available
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Available
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
TRAVIS BRANDON WOODS
Certified Financial Planner, Chief Compliance Officer, FOUNDER
- CRD
- #5557118
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $655,582 | -- |
| Non-Discretionary | $0 | -- |
| Total | $655,582 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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