Kelly Graff
Commonwealth Financial Planners · Roswell, Georgia
Kelly Graff is a fee-only financial advisor at Commonwealth Financial Planners in Roswell, Georgia, who holds the CFP credential. Commonwealth Financial Planners reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Commonwealth Financial Planners |
|---|---|
| Based in | Roswell, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $227.6M across 316 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 6180823 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.cwfp.com |
How Kelly's firm compares
- Commonwealth Financial Planners's average account is about $720,000, from its Form ADV (assets managed divided by 316 accounts).
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Questions about Kelly
Is Kelly Graff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kelly holds no broker registration, and Commonwealth Financial Planners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kelly charge for financial advice?
Kelly's firm, Commonwealth Financial Planners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kelly Graff based?
Kelly Graff is based in Roswell, Georgia.
What credentials does Kelly Graff hold?
Kelly Graff holds the CFP credential.
Is Kelly Graff registered with the SEC?
Yes. Kelly Graff is registered as an investment adviser representative in GA (CRD 6180823), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Commonwealth Financial Planners manage?
Commonwealth Financial Planners reports $227.6M across 316 accounts in assets under management.
How do I contact Kelly Graff?
Through Kelly's website, www.cwfp.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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