Emma
Foulkes
Collective Wealth Partners, LLC
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About this Advisor
Emma Foulkes is a certified financial planner working out of Atlanta, Georgia with 2 years of industry experience. Foulkes works at Collective Wealth Partners, LLC. Over the course of their career, they have held roles at National Financial Services Group, Equity Services Inc, National Life Insurance Company, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and Collective Wealth Partners, LLC (Fka Altruist Wealth Ptnrs, LLC). Foulkes has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Georgia and Texas. Collective Wealth Partners, LLC is a financial advisory business headquartered in Atlanta, GA. It has offices in two locations and just four financial advisors. It controls $25 million in total assets across its 422 customer accounts, placing it among the smaller firms in the country by assets under management. Of its 422 client accounts, just 4% are associated with high-net-worth investors who have more than $1 million in investable assets. The business has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules typically vary depending on the services. Fee types charged by Collective Wealth Partners, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Collective Wealth Partners, LLC Brokerage Details
$24,847,254
4
422
$58,880
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Emma Foulkes Work History
Emma has been registered as a financial advisor for 2 years.*
Collective Wealth Partners, LLC (Fka Altruist Wealth Ptnrs, LLC)
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
National Financial Services Group
National Life Insurance Company
Equity Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Emma Foulkes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Collective Wealth Partners, LLC
Atlanta, GA
Aurora, CO
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
