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| Keyboard |
| Commonwealth Financial Planners Inc
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|---|---|
| CRD # | 106831 |
| SEC # | 801-112991 |
| CIK # | |
| AUM | 227.6 M (2026-03-31) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Fees | |
| Minimum | |
| Phone | 770-399-6644 |
| Address | 1033 Canton Street Roswell, GA 30075 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 28.4 |
| (b) Individuals (high net worth individuals) | 66 | 194.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 316 | 227.6 |
| By Discretionary | ||
| Discretionary | 3 | 3.8 |
| Non-Discretionary | 313 | 223.9 |
| Total | 316 | 227.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 227.3 | |
| Total | 316 | 227.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Center for Wealth Management LLC
✚
|
227.8 M | |
|
Magnolia Capital Management Ltd
✚
|
NY | 227.7 M |
|
Pilotage Private Wealth AG
✚
|
227.6 M | |
|
MRP Capital Investments LLC
✚
|
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|
Podell Financial Group LLC
✚
|
NJ | 227.6 M |
|
Sandro Wealth Management LLC
✚
|
NJ | 227.6 M |
|
Approach Retirement Advisors LLC
✚
|
AL | 227.5 M |
|
Jones & Associates Premier Financial Solutions LLC
✚
|
OR | 227.4 M |
|
Keynote Financial Services LLC
✚
|
CT | 227.4 M |
|
Echo45 Advisors LLC
✚
|
CA | 227.4 M |