Commonwealth Financial Network
44yrs
Top advisor by experience in Westford
36yrs
Ronald Dokus is a financial advisor in Westford, Massachusetts, with 36 years in the industry. Ronald joined Collaborative Wealth Advisors in 2023, after 20 years at Park Avenue Securities. Ronald holds the CFP® designation.
At a glance
Experience36 years (since 1990)
How that compares ?Top 7% by experience in Westford
Office319 Littleton Rd Suite 204, Westford, MA 01886
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$421,184
Advisors at the firm2
States licensed ?1 state
Services through Collaborative Wealth Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2023 – nowCollaborative Wealth Advisors, LLCCurrent firm
- 2003 – 2023Park Avenue Securities LLCPreviously
Contact Ronald
(978) 392-3630Collaborative Wealth Advisors main office 319 Littleton Rd Suite 204Westford, MA 01886Office · Get directions
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Questions to ask Ronald
Tailored to Ronald’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ronald
How do I contact Ronald?
Call Collaborative Wealth Advisors at (978) 392-3630 and ask for Ronald Dokus. Ronald works from the Westford, MA office.
How long has Ronald been a financial advisor?
Ronald has been in the industry since 1990, about 36 years. Top 7% by experience in Westford.
What licenses does Ronald hold?
Series 63. Tap any license on this page to see what it allows.
Is Ronald a fiduciary?
Ronald is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Ronald paid?
Collaborative Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ronald for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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