Collins Wealth Management & Tax Strategies

What Collins Wealth Management & Tax Strategies does

Collins Wealth Management & Tax Strategies is a privately held, independent financial advisory firm headquartered at 4209 Oakwood Road, Suite 10, Oakwood, Georgia, operating with a team of 1-10 professionals. The firm positions itself as a "true family office financial planning firm" and structures its offering around four planning pillars: investment planning, retirement planning, Medicaid planning, and VA benefits planning, with additional services covering tax planning, asset protection, estate planning, college planning, insurance (life and long-term care), and small-business retirement plans. Founder Curtis Collins (CPA, CFP) built the practice over 30+ years before retiring in 2022, with current lead advisor Stacy Collins (14+ years of experience) now heading client relationships.

The firm's underlying technology is entirely provided through its core partnership with Commonwealth Financial Network, a dually registered RIA-Broker/Dealer overseeing $344 billion in total account assets across 2,000+ financial professionals. Through Commonwealth, Collins Wealth Management accesses Investor360 (primary client portal), eMoney, MoneyGuidePro, RightCapital, WealthScape, Aspire, and other platforms for portfolio management, financial planning, consolidated reporting, and client account access. Clearing and custody are handled by National Financial Services LLC (a Fidelity company), and content marketing is produced via FMG Suite. The firm has no proprietary technology assets.

Collins Wealth Management generates revenue through three streams: (1) advisory and management fees on a recurring subscription-style basis through Commonwealth's RIA platform, (2) transaction commissions on securities (stocks, bonds, mutual funds, ETFs, variable annuities), and (3) commissions on fixed insurance products. The firm does not publicly disclose fee schedules; prospective clients are offered a complimentary initial consultation before engagement. Customer segments are individual and family households as the primary audience, with small business owners as a secondary segment for retirement plan advisory. Distribution is relationship-driven, sourced through referrals, website lead capture, and Commonwealth-supplied market commentary, with a single domestic geographic footprint in the Southeast United States.

Name

Collins Wealth Management & Tax Strategies

Legal name

Collins Wealth Management & Tax Strategies

Website

https://collinswm.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Collins Wealth Management & Tax Strategies is an independent, privately held financial advisory firm in Oakwood, Georgia, providing family-office-style investment, retirement, Medicaid, and VA benefits planning to individual and small-business clients via Commonwealth Financial Network's RIA-Broker/Dealer platform.

Ownership category

akta.pro rank

Product category

Wealth Management & Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industries

Discretionary Portfolio Management (Retail) (FSAAAAAH), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Tax-Aware Retirement & Estate Coordination (FSAEABAJ), Tax-Advantaged Investing & Wrappers (ISA, 529, Insurance Bonds, etc.) (FSAAAAAL)

Keywords

• Financial planning services
• Wealth management
• Retirement planning
• Investment advisory
• Tax planning strategies

Headquarters

HQ city

Oakwood

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory/Management Fees: Fee-based advisory services for financial planning, investment management, and portfolio oversight — delivered through Commonwealth's registered investment adviser platform.
2. Securities Transaction Commissions: Commissions on securities transactions (stocks, bonds, mutual funds, ETFs, variable annuities) processed through Commonwealth Financial Network's broker/dealer infrastructure.
3. Insurance Product Commissions: Commissions from fixed insurance products including life insurance and long-term care insurance offered as part of comprehensive planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Collins Wealth Management & Tax Strategies provides comprehensive financial planning and wealth management services to individuals, families, and small businesses. Its offerings span investment services (stocks, mutual funds, annuities, IRAs), holistic financial planning (retirement, tax, estate, college, business retirement plans), insurance products (life and long-term care), tax planning, asset protection, and specialized Medicaid and VA benefits planning, delivered through a partnership with Commonwealth Financial Network.

Product overview

Collins Wealth Management & Tax Strategies is a family office financial planning firm offering an integrated suite of wealth management services. The core offerings include Investment Services (stocks, mutual funds, annuities, IRA accounts), Financial Planning (retirement, tax, estate, college, and business planning), Insurance Products (life insurance, long-term care), Tax Planning, and Asset Protection Planning. The firm specializes in four planning areas: investment planning, retirement planning, Medicaid planning, and VA benefits planning. Services are provided through a partnership with Commonwealth Financial Network, a registered investment adviser and broker/dealer, which provides the technology platform, clearing services, and access to a universe of investment options. Clients receive individualized advice combined with full-service implementation of financial strategies.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Services
• Financial Planning
• Insurance Products
• Tax Planning
• Asset Protection Planning
• Medicaid Planning
• VA Benefits Planning

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration17 records

Feature3 records

Partnerships

Four partnerships are on record, tiered core.

• Commonwealth Financial NetworkcoreTechnology or IntegrationCommonwealth Financial Network is the firm's RIA-Broker/Dealer partner — a dually registered investment adviser and broker/dealer that provides the regulatory infrastructure, technology platform, investment research, and operational support for the firm's advisory services. Commonwealth has been in operation since 1979 and oversees $344 billion in total account assets (as of 12/31/2024) across more than 2,000 affiliated financial professionals.
• National Financial Services LLC / Fidelity InvestmentscoreTechnology or IntegrationNFS, a Fidelity company, provides clearing, custody, and brokerage services to Commonwealth Financial Network. It handles trade execution, statement production, and asset custody. NFS is subject to SEC, NYSE, and FINRA regulation. SIPC coverage is supplemented by excess-of-SIPC protection through Fidelity, providing up to $1 billion in aggregate coverage.
• Commonwealth Advanced Planning TeamcoreStrategic or Co-development PartnerCommonwealth's Advanced Planning team serves as an extension of the firm's office, providing specialized expertise in trust, estate, tax, charitable, social security, business, insurance, and education planning. The team includes Justin Duft (JD, CFP, CLU, ChFC), Krista Teegarden (CLU, ChFC, CPWA, CSLP, NSSA, CEPA), Anne Fontanet (BCLLLM, CPWA, EA), Bryan Fecteau (JD), Mike Baum (CFP, RICP), and Patrick Mealy.
• Commonwealth Investment Management and Research TeamcoreStrategic or Co-development PartnerCommonwealth's Investment Management and Research consultants support the firm with asset allocation recommendations, advanced portfolio construction, and timely market insight. Key members include Brad McMillan (Managing Principal & Chief Economist), Brian Price (CIO), Chad LaFauci (Alternative Investments), Jim McAllister (Equity Research), Brian McCormick (Portfolio Manager), and others.

Scale indicators3 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• Carson Group: Carson Group partners with independent advisors to deliver comprehensive financial planning, investment management, and business coaching. Like Collins, Carson-affiliated practices serve individuals and families with holistic planning needs and benefit from a centralized broker-dealer/infrastructure partner.
• Cetera Financial Group (advisor practices): Cetera is a network of independent broker-dealer firms supporting financial advisors who deliver holistic wealth management, retirement, and estate planning services. Cetera practices compete directly with Collins for HNW and mass-affluent households in the Southeast U.S. with comparable fee and commission revenue mixes.
• LPL Financial (advisor practices): LPL Financial is the largest independent broker-dealer in the U.S., supporting thousands of independent advisory practices similar in size and structure to Collins. Practices under LPL share the same independent RIA/IAR model, fee-based advisory, and product breadth that Collins delivers through Commonwealth.
• Raymond James Financial Services (advisor practices): Raymond James supports independent financial advisors and small advisory firms offering comprehensive financial planning, investment management, and insurance solutions. Raymond James advisor practices mirror Collins' service model, client segmentation, and Commonwealth-style broker-dealer partnership structure.
• Mariner Wealth Advisors: Mariner Wealth Advisors is an independent RIA serving HNW individuals and families with comprehensive financial planning, investment management, tax, and estate services. Mariner's family-office-style offering and broad service menu closely parallel Collins' positioning, though at significantly greater scale.

Broad incumbents

• Edelman Financial Engines: Edelman Financial Engines is one of the largest U.S. independent RIAs, offering comprehensive financial planning and investment management to individuals and families nationwide. It competes with Collins for mass-affluent and HNW households seeking integrated planning under a single relationship.
• Schwab Advisor Services: Schwab Advisor Services provides custody, technology, and practice-management support to thousands of independent RIAs, including small family-office-style firms like Collins. While not a competitor per se, Schwab sets the platform standard and competing custodian offering for Collins' addressable advisor base.
• Commonwealth Financial Network: Commonwealth is Collins' own RIA-Broker/Dealer partner and the platform supporting 2,000+ affiliated advisors with $344B AUM. While Collins operates through Commonwealth rather than competing with it, Commonwealth sets the service, technology, and pricing baseline that defines the addressable competitive set for Collins.
• Creative Planning: Creative Planning is a large national independent RIA providing holistic financial planning, investment management, tax, and estate services to HNW clients. As a much larger incumbent, it competes for the same family-office-oriented clientele that Collins targets in the Southeast.

Emerging players

• Elwood & Goetz Wealth Advisory Group: Elwood & Goetz is a small Southeast U.S. independent advisory firm offering comprehensive financial planning, investment management, and tax services to individuals and families. Its size, regional footprint, and full-service planning focus make it a comparable emerging competitor in Collins' local market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/collins-wealth-management-and-tax-strategie

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Collins Wealth Management & Tax Strategies