C
$36.0M Total AUM
$36.0M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pioneer matrixFocus +more
- Established Date
- 12-13-2022
- Office Locations
- 1
Office Locations
393 State ST #230 Salem OR
About Collective Wealth Planning
Collective Wealth Planning is a Salem, OR fee-only fiduciary CFP boutique delivering proactive, tax-efficient retirement planning and ongoing wealth management. The firm specializes in Oregon PERS employees nearing retirement and retirees, coordinating OPSRP/IAP/OSGP benefits with portfolio allocation, cash-flow and income planning, plus estate/legacy and philanthropic strategies. Frequently quoted in outlets like Forbes and CNBC.
Team overview
-- AVG AGE
$36.0M AVG AUM / ADVISOR
$899.6K AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Prime ember Timber summit Harbor Frontier Signal
Client Personas
Capital vector Quantum ridge Vital
Custodian
North Fusion capital Atlas signal Summit crest Bridge peak Element ember Crest pathway Zenith radial Legacy eagle Vertex timber Foundation radial Timber vital
Fund Managers
Frontier
Investment Themes
Ember North North Alpha value Prime Signal wave Timber ember
Investment Vehicles
Optima delta Fusion north
Platform
Ember Eagle zenith
Services
Unison Bridge Vital bridge Zenith alpha Ridge Crest Signal pioneer North optima Pioneer Capital Oak
Technology
Focus Catalyst Alpha Crest Timber frontier Alpha Meridian signal Meridian Bridge ridge
Owner & Executives
BRENNA RENEE JENSEN-BAUCUM
Chief Compliance Officer, FOUNDER
- CRD
- #6241762
- Ownership
- 75% or more
(494) 495-6425
bridge.meridian@timbercapital.com
in linkedin.com/in/eagle-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,985,340 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,985,340 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,985,340
Public Funds:
24.1% Cash:
32.4% Equity - Exchange:
43.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,464,496,571 | 24.1% |
| Cash | $1,968,866,760 | 32.4% |
| Equity - Exchange | $2,643,385,928 | 43.5% |
| Total | $6,076,749,259 | 100.0% |