CRD: 312627
Collaborative Financial Solutions LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-13-2021
- Office Locations
- 1
Office Locations
About Collaborative Financial Solutions LLC
Collaborative Financial Solutions LLC is an independent RIA in Brookline, MA providing financial planning and portfolio management, including tax planning, retirement plan guidance, insurance, and business succession support, with a focus on entrepreneurs. Portfolios appear ETF-centric, with mutual funds and fixed income also used, and the firm works with custodians including Charles Schwab and LPL Financial.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 36 clients, or 36 clients per representative. That equates to $388.9K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Vehicles
- Services
- Technology
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The full Collaborative Financial Solutions LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CRAIG HOWARD HARSFIELD
Chief Compliance Officer, PRINCIPAL
- CRD
- #4476167
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Collaborative Financial Solutions LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.