Frederick Dunbar
Common Cents Planning · Glen Mills, Pennsylvania
Frederick Dunbar is a fee-only financial advisor at Common Cents Planning in Glen Mills, Pennsylvania, who holds the ChFC credential. Common Cents Planning reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Common Cents Planning |
|---|---|
| Based in | Glen Mills, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $542.4M across 1,431 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in FL, PA · CRD 1011229 |
| Exams passed | Series 63 (1983) · Series 65 (1993) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.commoncentsplanning.com |
How Frederick's firm compares
- Common Cents Planning's average account is about $379,000, from its Form ADV (assets managed divided by 1,431 accounts).
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Questions about Frederick
Is Frederick Dunbar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Frederick holds no broker registration, and Common Cents Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Frederick charge for financial advice?
Frederick's firm, Common Cents Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Frederick Dunbar based?
Frederick Dunbar is based in Glen Mills, Pennsylvania.
What credentials does Frederick Dunbar hold?
Frederick Dunbar holds the ChFC credential.
Is Frederick Dunbar registered with the SEC?
Yes. Frederick Dunbar is registered as an investment adviser representative in FL and PA (CRD 1011229), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Common Cents Planning manage?
Common Cents Planning reports $542.4M across 1,431 accounts in assets under management.
How do I contact Frederick Dunbar?
Through Frederick's website, www.commoncentsplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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