COMMONCENTS WEALTH ADVISORS, LLC

Overview

Commoncents Wealth Advisors, LLC is an independent, owner-operated RIA organized as an LLC that serves individual and family clients. The firm combines financial planning, discretionary portfolio management for individuals and small businesses, and selection of outside advisers. It also operates as an insurance broker, which appears to feed into its product mix and fee structure; the firm charges a combination of AUM fees, hourly fees, and other fees. The adviser is identified as a capital allocator and does not characterize itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices