COMMONWEALTH FINANCIAL PLANNERS INC
SEC Form ADV profile.
Total regulatory AUM
$227,631,060
Discretionary
$3,761,832
Non-discretionary
$223,869,228
Firm details
- CRD number
- 106831
- SEC file number
- 801-112991
- Main office
- ROSWELL, GA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.