Co-Missions Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Co-Missions Financial Planning serves individuals, high-net-worth clients, institutions, trusts and estates, offering comprehensive written financial plans, ongoing planning subscriptions, and discretionary portfolio management billed on an AUM basis. Clients work one-on-one with a CERTIFIED FINANCIAL PLANNER™ who prepares detailed plans addressing cash flow, insurance, tax, retirement, estate and business planning and coordinates with other advisors when appropriate.
The firm’s investment approach combines top-down quantitative analysis (including mean-variance optimization) with bottom-up qualitative evaluation of managers and securities to construct IPS-driven portfolios. Portfolios may use mutual funds, ETFs, third‑party managers and, for accredited investors, select private investments, with the firm accommodating ESG/ETI/SRI preferences and client-imposed restrictions and conducting periodic reviews at least annually.
Compared with many solo independent advisers, Co‑Missions is noteworthy for explicitly serving institutional clients and for offering educational seminars and workshops, in addition to occasional pro‑bono engagements. The brochure also notes the firm’s participation on the Schwab Advisor Services platform, which provides institutional resources and educational conferences that support its custody and service recommendations.
Client services
Expertise
Fee options
One-time financial planning and consulting fees invoiced upon completion of deliverables.
$0 - $500,000: 1.15% $500,000 - $1,000,000: 0.90% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.60% $5,000,000 - $10,000,000: 0.45% $10,000,000+: 0.30%
$500 per hour
Fee-only: Financial planning advisory fees based on Assets Under Advisement with tiered rates from 0.75% down to 0.20%; also hourly consulting at $500 per hour; one-time financial planning and consulting fees invoiced upon completion.
Main office
Cherry Hill NJ
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Co Missions · Co Missions Financial Planning · Co Missions, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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