COMMONWEALTH FINANCIAL PLANNERS INC

ROSWELL, Georgia·3 registered advisors·CRD# 106831
SEC# 801-1129910770-399-6644
01

Firm Overview

AUM
$180M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COMMONWEALTH FINANCIAL PLANNERS INC

3 registered advisors
Michael Patrick Agurkis
ROSWELL, Georgia
Norman Douglas Shirley
ROSWELL, Georgia
Renee W Shirley
ROSWELL, Georgia
05

Office Locations

ROSWELL, Georgia
3 advisors

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Data sourced from SEC Form ADV filings. COMMONWEALTH FINANCIAL PLANNERS INC (CRD# 106831) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.