Ronald
Saul
Collective Wealth Partners, LLC
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About this Advisor
Ronald Saul is a financial advisor based in Abington, Pennsylvania, working with Collective Wealth Partners, LLC. Ronald has previously held positions at Vanguard, Omaris Financial, LLC, and Collective Wealth Partners, LLC. Ronald has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Georgia and Pennsylvania. Currently, Ronald is part of Collective Wealth Partners, LLC, which operates out of Abington, Pennsylvania. The firm has 3 offices and 5 employees. The firm manages assets totaling $33.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Collective Wealth Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Collective Wealth Partners, LLC Brokerage Details
$32,973,458
5
356
$92,622
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Ronald Saul Work History
Collective Wealth Partners, LLC
Omaris Financial, LLC
Vanguard
Vanguard
Disclosures
Please visit the SEC profile of Ronald Saul 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
Aurora, CO
Atlanta, GA
Atlanta, GA
Abington, PA
Atlanta, GA
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