Commoncents Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Commoncents Wealth Advisors, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm offers ongoing portfolio management, periodic financial planning and consulting, and facilitates access to third‑party money managers and model portfolios.
Investment decisions are informed by fundamental, technical, and cyclical analysis and implemented on a discretionary basis; the firm may use Orion Portfolio Solutions or outsource allocation to institutional strategists and third‑party money managers. It also offers standalone financial planning on an hourly basis and documents client objectives in investment policy statements that allow for client‑imposed restrictions.
What is noteworthy about the firm are its disclosed regulatory and business arrangements: the brochure reports a prior state regulatory enforcement order and settlement addressing recordkeeping and reporting, and the firm’s managing member maintains outside business activities as an insurance agent, a physical precious‑metals agent, and a tax preparer—relationships the firm identifies as potential conflicts and says it mitigates through disclosure and fiduciary processes. The firm also participates in referral and incentive arrangements with a third‑party manager, which are disclosed to clients and addressed in engagement documents.
Client services
Expertise
Fee options
$0 - $100,000: 1.5% annually $100,000+: 1.00% annually
$500 per hour for financial planning services
Account minimum: $25,000 Fee-only: Hourly fee for financial planning at $500 per hour
Main office
2144 Seven Springs Blvd
New Port Richey FL 34655
Advisors at this office
2
Most active in
Florida · North Carolina · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Advisors at this firm
Cheryl M
Series 63, Series 65
New Port Richey, FL
Commoncents Wealth Advisors, LLC
Cheryl Mccarthy is a financial advisor at Commoncents Wealth Advisors, LLC with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including Gradient Investments, LLC and 40 Day Wealth, LLC. Outside of advisory work, she operates Common Cents Tax and Accounting Services, Inc., providing accounting and tax services, and is involved in physical precious metals sales and legal services through subcontracting. Commoncents Wealth Advisors, LLC offers personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs fundamental, technical, and cyclical analysis in its investment decisions and provides access to third-party money managers and model portfolios.
Michael P
Series 65, Series 66
New Port Richey, FL
Commoncents Wealth Advisors, LLC
Michael Pautauros is a financial advisor at Commoncents Wealth Advisors, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at T. Rowe Price Advisory Services and Investment Services. Outside of advising, he is involved in several business ventures including digital marketing and home building. Commoncents Wealth Advisors provides personalized financial planning and discretionary portfolio management primarily to individuals, trusts, estates, charitable organizations, and business entities. The firm tailors investment programs to client objectives and risk tolerance, using fundamental, technical, and cyclical analysis, and offers both direct management and third-party strategist solutions.
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