Firm
Commonwealth Financial Planners
Roswell, Georgia
Fee-only
Commonwealth Financial Planners at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 3 employees and 132 individual clients, 66 of them high net worth.
- Its average account is about $720,000 (assets it manages divided by its 316 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Roswell, Georgia |
|---|---|
| Website | cwfp.com |
| Phone | (770) 399-6644 |
Commonwealth Financial Planners fees
Commonwealth Financial Planners doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $228 million |
| Individual clients | 66 |
| High-net-worth clients | 66 |
| Accounts managed | 316 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-112991) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 106831 |