A complete list of active advisors currently associated with Commonwealth Financial Services

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

Commonwealth Financial Services works with individual clients (including high‑net‑worth households), pension and profit‑sharing plans, trusts, estates, corporations and brokerage customers. The firm offers asset management, financial planning and consultation, participant retirement programs, third‑party manager referrals, retirement plan advisory services, lending solutions such as securities‑backed lines of credit, and insurance products through its licensed insurance agency. CFS delivers predominantly discretionary, customized portfolio management through custodians Schwab and Fidelity and a mix of in‑house model portfolios and third‑party money managers, and it also acts as a co‑advisor or solicitor for TPMMs. Advisors use a range of analysis methods (fundamental and technical), may employ tactical trading where appropriate, and the firm maintains an Approved Products List to guide mutual fund share‑class selection. Compared with many multi‑team firms, CFS’s retirement‑plan work and ERISA disclosures are prominent: it provides both fiduciary and non‑fiduciary retirement plan services and identifies itself as a covered service provider subject to Department of Labor disclosure rules. The firm is also structured as an insurance agency and permits advisory representatives to sell fixed insurance and annuity products for commission, and the brochure discloses instances where certain investment adviser representatives act as trustees or hold powers of attorney over client accounts and where the firm receives revenue‑sharing from strategic partners.

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