A complete list of active advisors currently associated with Kommon Wealth, LLC

Warmer can help you find a great advisor at Kommon Wealth, LLC or one who fits your needs even better.

Kommon Wealth, LLC is a state-registered independent advisory firm that serves individuals, families, and small businesses with comprehensive financial planning and investment management, including retirement planning, legacy strategies, and assistance with rollovers. The firm implements client accounts through custodial brokerage relationships and offers both discretionary and non‑discretionary portfolio management. The firm describes a tailored, holistic investment process built around asset allocation, diversification, ongoing monitoring and rebalancing, and draws on a mix of analytical methods (including fundamental, quantitative, tactical approaches and Modern Portfolio Theory) to shape recommendations. Kommon Wealth may implement strategies using third‑party Turnkey Asset Management Platform model portfolios and discloses use of AI tools for meeting transcription and administrative support, with human oversight of investment advice. Noteworthy distinctions include that its advisory representatives are also licensed insurance agents who may receive commission compensation for life insurance and annuity sales, a material conflict the brochure discloses and discusses; the firm also relies on third‑party model implementation rather than exclusively creating all portfolios in‑house. The firm is newly registered and reports no assets or clients at this time, and its combination of insurance affiliation, TAMP usage, and AI‑assisted recordkeeping are operational features less common among its independent peer group.

To learn more about the advisors currently working at Kommon Wealth, LLC, 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
Kristopher Montgomery	Roanoke, VA	0

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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.

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