A complete list of active advisors currently associated with Common Cents Planning

Warmer can help you find a great advisor at Common Cents Planning or one who fits your needs even better.

Common Cents Planning advises individual and high‑net‑worth clients on investment management and comprehensive financial planning, including retirement plan/IRA advice and written financial plans. The firm manages roughly $542 million for about 450 clients and provides both discretionary and non‑discretionary portfolio supervision with periodic client reporting. The firm’s investment process emphasizes client‑specific investment policy statements and fundamental analysis to construct tailored portfolios, with routine reviews and custodial reporting through major service providers. Common Cents Planning discloses that certain recommendations — for example IRA rollovers and use of third‑party managers or product sponsors — can create conflicts of interest tied to its service relationships and compensation arrangements. What distinguishes the firm from many peers is its operational alignment with Commonwealth (and the related transition following Commonwealth’s acquisition by LPL), which provides platform, billing, and practice‑support services and has resulted in enhanced payouts, fee/administrative discounts, and advisor transition loans tied to continued affiliation. The firm also uses issuer‑provided valuations for certain alternative investments when calculating billable assets, and some advisors are licensed to sell insurance products that can be used to implement planning recommendations.

To learn more about the advisors currently working at Common Cents 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.

You can also browse Common Cents Planning's office locations.