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Commonwealth Financial Planners
Commonwealth Financial Planners was established in 1983 as a US-based wealth manager. The firm delivers financial planning, retirement planning, estate...
Overview
Commonwealth Financial Planners was established in 1983 as a US-based wealth manager. The firm delivers financial planning, retirement planning, estate planning, and investment solutions. It works with individuals, high-net-worth individuals, pension plans, and corporations. No additional offices or team size figures are recorded. The firm functions as a registered investment adviser without disclosed external vehicles or club memberships.
General information
Firm type
Bank / Wealth / Trust
Year founded
1983
Location
Region
North America
Country
United States
City
Roswell
Corporate office
Roswell, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Commonwealth Financial Planners?
No named principals or CIO are disclosed in available records.
Does Commonwealth Financial Planners participate in fund commitments or only direct deals?
Available information shows the firm provides advisory services and portfolio management without specifying fund commitments or direct deal activity.
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