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Neal Elliott Watson

Advisor at Commonwealth Financial Services — Marietta, OH

Updated today

Credentials

CFP®, Series 63

Experience

30 years

Location

Marietta, OH 45750

Commonwealth Financial Services logo

Commonwealth Financial Services

Team

Total advisors

17

Across 4 offices

Clients per advisor

130 Very High

Avg AUM per client

$437,929 Very Low

HNW client ratio

10% Very Low

About

Neal Watson is a CFP® professional with 30 years of experience in the financial services industry. He has worked at Commonwealth Financial Services since 2023 and previously spent two years at Arbor Point Advisors and 25 years at Fleming Watson Financial Advisors, LLC. Neal is also licensed as an insurance agent. Commonwealth Financial Services is an SEC-registered advisory firm serving individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm offers portfolio management, financial planning, retirement plan advisory services, and lending solutions, utilizing both fundamental and technical investment strategies.

Client services

Based on Commonwealth Financial Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Lending services and financial institution consulting services

Occupation focus

Based on Commonwealth Financial Services

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for financial planning and consultation up to $15,000 or more.

Percentage

$0 - /: Up to 2.00% annually (maximum) for Participant Retirement Program, actual rates negotiated and may be tiered Not clearly stated - /: Variable and negotiable fees for other services, including asset management and financial planning

Commissions

Advisory Representatives may sell insurance products and receive commissions; some legacy accounts charged level commissions.

Project-based

Up to $750 or more per hour for financial planning and consultation services.

Subscriptions

Retainer fees for ongoing financial planning services charged as flat fee or percentage of assets (up to 2%) on a monthly, quarterly, semi-annual, or annual basis.

Other

Fee-only: Financial planning fees can be hourly (up to $750/hr), flat fee (up to $15,000), or retainer (up to 2% of assets). Asset management fees are asset-based but part of wrap or negotiated fees.

Location

See office

Marietta, OH

326 Third Street #110

Marietta OH 45750

Advisors at this office

2

Most active in

Ohio

Work history

30 years of industry experience

Commonwealth Financial Services

2023 - Present • 3 years

Parkersburg, WV

Arbor Point Advisors

2021 - 2023 • 2 years

Marietta, OH

Fleming Watson Financial Advisors, LLC

1996 - 2021 • 25 years

Marietta, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Taj R

Series 66

Parkersburg, WV

Rohr Capital Management

Taj Rohr is a financial advisor at Rohr Capital Management with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Lazari Capital Management, Niagara International Capital, and BB&T Investments. Outside of his advisory work, Mr. Rohr is president of Taj Rohr Ministries Inc., a nonprofit music ministry that promotes gospel music through weekend church performances. Rohr Capital Management offers discretionary, fee-based portfolio management and financial planning services primarily to individual and small business clients. The firm uses a tactical allocation strategy incorporating exchange-listed securities, mutual funds, and occasional individual stocks, and manages accounts on a discretionary basis with a fiduciary approach for retirement accounts.

General retirement planning Cash flow / budgeting
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Ashley B

Series 65

Parkersburg, WV

Rohr Capital Management

Ashley Boggs is a Series 65 licensed advisor with Rohr Capital Management, where she has worked since 2022. She has three years of industry experience and also serves as president of Problem-Solving Math, LLC, providing educational consulting and support services. Additionally, she works as an independent tax return preparer. Rohr Capital Management offers discretionary portfolio management and financial planning services to individual and small business clients. The firm uses a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis with a fiduciary focus on retirement accounts.

General retirement planning Cash flow / budgeting
user avatar

Zachary S

CFP®, Series 65

Vienna, WV

Commonwealth Financial Services

Zachary Seese is a CFP® and Series 65-licensed advisor with three years of industry experience. He is currently with Commonwealth Financial Services, where he has worked since 2022, and previously has experience in educational roles at several institutions including West Virginia University and Parkersburg South High School. Commonwealth Financial Services is an SEC-registered advisory firm that serves individual clients, pension plans, trusts, estates, corporations, and other business entities. The firm offers portfolio management, financial planning, retirement plan advisory services, and lending solutions, employing a range of investment strategies that include fundamental and technical analysis, tactical rebalancing, and third-party manager solutions.

Retired Founder/Business Owner Executive
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Samuel C

Series 65

Vienna, WV

Commonwealth Financial Services

Samuel Cremeans is an advisor at Commonwealth Financial Services with a Series 65 credential and one year of industry experience. Prior to joining Commonwealth, he worked at United Parcel Service and Northwestern Mutual. Commonwealth Financial Services is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, trusts, estates, corporations, broker/dealer customers, and other business entities. The firm offers portfolio management, financial planning, retirement plan advisory services, and lending solutions, utilizing fundamental and technical analysis along with third-party manager options.

Retired Founder/Business Owner Executive
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C. J

Series 63, Series 65

Vienna, WV

Hazlett, Burt & Watson, Inc.

C. Johnson is a financial advisor at Hazlett, Burt & Watson, Inc. with 45 years of industry experience. He has been with the firm since 2009 and holds Series 63 and Series 65 designations. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation and offers both discretionary and non-discretionary account programs across a range of asset classes.

Wealth management Income planning Real estate investing
user avatar

Joshua W

Series 65

Vienna, WV

Commonwealth Financial Services

Joshua Wine is a Series 65-licensed financial advisor with Commonwealth Financial Services in Vienna, WV. He has three years of industry experience and also serves as a Tax Manager at Perry & Associates, CPA's, AC, an accounting firm where he has worked for over ten years. Commonwealth Financial Services is an SEC-registered advisory firm that serves a diverse client base, including individuals, pension plans, trusts, and corporations. The firm offers portfolio management, financial planning, retirement plan advisory services, and securities-backed lending solutions, utilizing a range of investment strategies and custodial platforms.

Retired Founder/Business Owner Executive
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