Mildred Louise Santos
Common Cents Planning · Glen Mills, Pennsylvania
Mildred Louise Santos is a fee-only financial advisor at Common Cents Planning in Glen Mills, Pennsylvania, who holds the CFP credential. Common Cents Planning reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Mildred Louise →
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 | CFP |
| SEC registration | Investment adviser representative in PA · CRD 5339351 |
| Exams passed | Series 63 (2007) · Series 65 (2010) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.commoncentsplanning.com |
How Mildred Louise's firm compares
- Common Cents Planning's average account is about $379,000, from its Form ADV (assets managed divided by 1,431 accounts).
Request an introduction to Mildred Louise
Tell Mildred Louise a little about what you're looking for. Mildred Louise isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Mildred Louise
Is Mildred Louise Santos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mildred Louise 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 Mildred Louise charge for financial advice?
Mildred Louise's firm, Common Cents Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Mildred Louise Santos based?
Mildred Louise Santos is based in Glen Mills, Pennsylvania.
What credentials does Mildred Louise Santos hold?
Mildred Louise Santos holds the CFP credential.
Is Mildred Louise Santos registered with the SEC?
Yes. Mildred Louise Santos is registered as an investment adviser representative in PA (CRD 5339351), 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 Mildred Louise Santos?
Through Mildred Louise'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.
See something wrong? Request a correction. Read our methodology.