COMMONWEALTH FINANCIAL PLANNERS INC

Overview

Commonwealth Financial Planners Inc. is an independent registered investment adviser operating as a corporation that focuses on individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its business model blends percentage‑of‑AUM fees with hourly charging, and the firm identifies itself as a capital allocator. Commonwealth is not positioned as an ESG investor, is not a multi‑state adviser, and does not serve as a pension consultant. Investment activity centers on managed solutions built primarily from pooled public funds and mutual funds, with selective use of third‑party alternative managers for real assets and energy-related strategies. The firm reports a heavy tilt toward client‑direct, non‑discretionary relationships, which suggests advisory roles that preserve client control over trading and implementation in a large portion of accounts.

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Location & Offices