A complete list of active advisors currently associated with Co-Missions Financial Planning

Warmer can help you find a great advisor at Co-Missions Financial Planning or one who fits your needs even better.

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.

To learn more about the advisors currently working at Co-Missions Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Janel Manella	Cherry Hill, NJ	18

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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