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COMMONWEALTH FINANCIAL PLANNERS INC
CRD 106831 · SEC 801-112991
1033 CANTON STREET, ROSWELL, GA, 30075, United States
Phone
770-399-6644
Fax
770-399-5386
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$227.6M
Discretionary AUM
$3.8M
Team
3 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $28.4M |
| High net worth individuals | 66 | $194.6M |
States served
GA, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD