A complete list of active advisors currently associated with Commonwealth Financial Planners Inc

Warmer can help you find a great advisor at Commonwealth Financial Planners Inc or one who fits your needs even better.

CommonWealth Financial Planners provides personalized financial planning and investment management to individuals, retirement plans, corporations, and small businesses, serving both high‑net‑worth and non‑HNW clients. The firm operates on a fee basis and also offers standalone financial planning on an hourly basis, with custody and trade execution handled through Raymond James affiliates. The firm typically delivers advice and executes trades on a non‑discretionary basis, requiring client approval before transactions, and uses a mix of fundamental, technical, charting and cyclical analysis to develop recommendations. Implementation can include long‑ and short‑term positions, options, margin, and participation in fee programs; clients also have access to securities‑based lending where account assets may be pledged as collateral. Distinctive features include that the bulk of reported AUM is managed non‑discretionarily (roughly $224 million) with only a small amount held in discretionary 3(38) retirement plan accounts, a profile that differs from peers that manage mainly discretionary assets. The firm offers Raymond James’ Ambassador wrap program and retains legacy IMPAC accounts (closed to new clients), and its advisors have affiliated broker‑dealer and insurance roles that can result in additional commission and lending‑related relationships clients should weigh.

To learn more about the advisors currently working at Commonwealth Financial Planners Inc, 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.