Commonwealth Financial Planning

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

PO Box 21164, Roanoke, Virginia, 24018, ...

Phone Number

(540) 772-0474

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
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ZI Rank
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About Commonwealth Financial Planning

Insurance agents and stockbrokers may call themselves financial advisors, but their livelihoods (and advice) most often depend on commissions on the products they sell to clients. Wealth managers typically specialize in investments only, and are compensated based on a percentage of the total clients assets they manage. Financial planners who work only with high net worth individuals do not address the needs of mainstream America. CommonWealth Financial Planning, LLC is different, committed to helping clients identify and achieve their financial goals with an hourly fee structure that is free of commissions and other conflicts of interest.Explore more
Commonwealth Financial Planning's Social MediaPopular SearchesCommonWealth Financial Planning LLCCommonwealth Financial PlanningFinancial CommonwealthJca Financial LLCSIC Code 62,628NAICS Code 52,523Show more

Commonwealth Financial Planning Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Commonwealth Financial Pl...

<$5M
1-10
Private
-
2013
TM
Tania MacePractice Manager
<$5M
11-50
Private
-
-
KS
Kaydia SmithManaging Director
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
1995
MZ
Miriam ZiferClient Service Associate
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
-
2018
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Commonwealth Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Commonwealth Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Commonwealth Financial Planning.

Commonwealth Financial Planning Tech Stack

A closer look at the technologies used by Commonwealth Financial Planning

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Frequently Asked Questions Regarding Commonwealth Financial Planning

What is Commonwealth Financial Planning's official website?
Commonwealth Financial Planning's official website is www.commonwealthplanning.com
What is Commonwealth Financial Planning's Revenue?
Commonwealth Financial Planning's revenue is <$5 Million
What is Commonwealth Financial Planning's SIC code?
Commonwealth Financial Planning's SIC: 62,628
What is Commonwealth Financial Planning's NAICS code?
Commonwealth Financial Planning's NAICS: 52,523
How many employees does Commonwealth Financial Planning have?
Commonwealth Financial Planning has 1-10 employees
What industry does Commonwealth Financial Planning belong to?
Commonwealth Financial Planning is in the industry of: Finance, Securities Trading
What is Commonwealth Financial Planning competition?
Commonwealth Financial Planning top competitors include: Cadena Financial Planning, Gianola Financial Planning, Radnor Financial Advisors, Safe Landing Financial
What technology does Commonwealth Financial Planning use?
Some of the popular technologies that Commonwealth Financial Planning uses are: SEDO Parking, GoDaddy DNS, Redtail CRM, BlueHost
How do I contact Commonwealth Financial Planning?
Commonwealth Financial Planning contact info: Phone number: (540) 772-0474 Website: www.commonwealthplanning.com
What does Commonwealth Financial Planning do?

Insurance agents and stockbrokers may call themselves financial advisors, but their livelihoods (and advice) most often depend on commissions on the products they sell to clients. Wealth managers typically specialize in investments only, and are compensated based on a percentage of the total clients assets they manage. Financial planners who work o... nly with high net worth individuals do not address the needs of mainstream America. CommonWealth Financial Planning, LLC is different, committed to helping clients identify and achieve their financial goals with an hourly fee structure that is free of commissions and other conflicts of interest.Read More

What are Commonwealth Financial Planning social media links?
Commonwealth Financial Planning Linkedin page
Is Commonwealth Financial Planning a public company?
Commonwealth Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Commonwealth Financial Planning

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