Commencement Financial Planning LLC

Overview

Commencement Financial Planning LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees and hourly fees, and its client base is concentrated on high-net-worth individuals and families rather than institutional mandates. Its reported activities emphasize comprehensive planning alongside investment oversight, and the adviser operates in a non-discretionary capacity across its reported assets. Investment practice centers on pooled public vehicles rather than active individual-stock trading. That approach suggests model-driven or advisor-directed allocations implemented primarily through mutual funds and similar public funds. The firm is not identified as an active ESG investor and is not flagged as a multi-state adviser; its footprint appears compact and client-focused.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices