Commonwealth Financial Planners Inc
Roswell, Georgia
Commonwealth Financial Planners Inc, based out of Roswell, GA, is a small investment advisory firm with a strong track record of success. With a total of four employees, including two experienced investment advisors, the firm offers a range of financial planning services to its clients. With an impressive average of approximately $754,270,000 in assets under management per investment advisor, Commonwealth Financial Planners Inc surpasses the industry average. The firm's compensation structure is flexible and includes various types, such as a percentage of assets under management and fixed fees. With over 70 individual clients and...
See more
Loading...

Assets Under Mgmt

$156.2M

Investment Professionals

2

Locations

0

% 401K & Individual

17%

% Discretionary

5%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other Business Activities
Registered representative of a broker-dealer
Insurance broker or agent
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.