# Commonwealth Financial Services

Commonwealth Financial Services is a Bank / Wealth / Trust based in Vienna, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Vienna, United States
- **Region:** North America
- **Address:** Parkersburg, WV, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** www.cfswv.com
- **LinkedIn:** https://www.linkedin.com/company/commonwealth-financial-services-llc

## Regulatory record

- **CRD number:** 324930
- **SEC file number:** 801-127499
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-02T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324930

## About

Our mission is to help give you the flexibility you need to pursue your financial goals | Commonwealth Financial Services (CFS) is an independent wealth management firm which provides financial, investment, and retirement preparation strategies through innovative planning to fit our clients'​ goals, lifestyles, and budgets.

## Sectors

- Wealth Management

## Questions

### What services does Commonwealth Financial Services provide?

The firm offers wealth management, investment advisory, retirement planning, and estate planning services. Its practice is built around long-term relationships with individual and family clients in the Parkersburg area. The service model is typical of a regional retail advisory firm rather than an institutional asset manager.

### Is Commonwealth Financial Services a fiduciary?

As a registered investment advisor, Commonwealth Financial Services is held to a fiduciary standard when providing advisory services to its clients. This means the firm is legally obligated to place client interests ahead of its own. Specific registration details can be confirmed via the SEC's Investment Adviser Public Disclosure database.

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

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