# Commonwealth Financial Planners

Commonwealth Financial Planners is a Bank / Wealth / Trust based in Roswell, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Roswell, United States
- **Region:** North America
- **Address:** Roswell, United States
- **Founded:** 1983
- **Assets under management:** Undisclosed
- **Website:** commonwealthfp.com
- **LinkedIn:** https://www.linkedin.com/company/commonwealth-financial-planners-inc

## Regulatory record

- **CRD number:** 106831
- **SEC file number:** 801-112991
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106831

## About

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.

## Sectors

- Wealth Management

## 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.

## Related profiles

- [CommonWealth Equity Partners](https://altss.com/profile/commonwealth-equity-partners)
- [Commonwealth of Massachusetts 457 Deferred Compensation Plan](https://altss.com/profile/commonwealth-of-massachusetts-457-deferred-compensation-plan)

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Last updated: 2026-06-03T20:00:00.000Z

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