COMMONWEALTH FINANCIAL SERVICES
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About the firm
Commonwealth Financial Services is a fiduciary financial advisory firm whose mission is to help clients achieve the flexibility they need to reach their financial goals. Their team of financial advisors provides financial planning, investment strategies, and retirement planning services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment strategies, retirement planning, estate planning, income planning, education planning, portfolio risk analysis, investment risk management, tax strategies, employer-sponsored retirement plans, advisory and brokerage services, oil & gas royalty planning, life insurance, disability insurance, long-term care insurance, and hourly consulting services.
Who they serve
Clients concerned about retirement income, college affordability for children, and other financial goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,990 | $499M |
| High Net Worth Individuals | 226 | $472M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 13 | $4.4M |
| State/Municipal Entities | 9 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
17 advisors in the directory
Regulatory & compliance
Data as of April 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COMMONWEALTH FINANCIAL SERVICES has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.