Ronald Saul is a CFP-designated registered investment advisor at Collective Wealth Partners, LLC, based in Abington, PA, with 16 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 205 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for accounts over $5,000,001.
Fee Estimator
Location
Abington, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ronald owns Omaris Financial LLC, where he provides financial education and literacy services as a speaker and author. This takes about a quarter of his time and includes creating content, hosting webinars, and one-on-one coaching.
Employment History
Current Registrations
Collective Wealth Partners, LLC
Previous Registrations
Omaris Financial, LLC
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
MML Investors Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 states
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