COMMONWEALTH FINANCIAL PLANNERS INC
CRD #106831 SEC #801-112991 ROSWELL, GA 770-399-6644
SEC Registered
Total AUM
$203.6M
Discretionary
$5M
Employees
3
Clients
51
Accounts
314
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $203.6M | $5M | $198.6M | 3 | 0 |
| May 2025 | $203.6M | $5M | $198.6M | 3 | 0 |
| Mar 2025 | $203.6M | $5M | $198.6M | 3 | 0 |
| Mar 2024 | $180.3M | $9M | $171.3M | 4 | 2 |
| Mar 2023 | $156.2M | $7.4M | $148.8M | 4 | 0 |
| Mar 2022 | $185.4M | $8.5M | $176.9M | 4 | 0 |
| Mar 2021 | $163M | $8.7M | $154.3M | 5 | 2 |
| Jul 2020 | $124M | $2.6M | $121.4M | 4 | 0 |
| Jun 2020 | $128M | $0 | $128M | 3 | 0 |
| Mar 2020 | $128M | $0 | $128M | 3 | 0 |
| Sep 2019 | $113.6M | $0 | $113.6M | 3 | 0 |
| Jul 2019 | $113.6M | $0 | $113.6M | 4 | 0 |
| Apr 2019 | $113.6M | $0 | $113.6M | 4 | 0 |
| Mar 2019 | $113.6M | $0 | $113.6M | 4 | 0 |
| Mar 2018 | $116M | $0 | $116M | 3 | 0 |
| May 2012 | $50.3M | $0 | $50.3M | 1 | 126 |
| Mar 2012 | $50.3M | $0 | $50.3M | 1 | 126 |
| Nov 2011 | $50.2M | $0 | $50.2M | 1 | 101 |
| Mar 2008 | $70.8M | $0 | $70.8M | 5 | -- |
| Mar 2007 | $41.1M | $0 | $41.1M | 5 | -- |
| Mar 2006 | $35.5M | $0 | $35.5M | 5 | -- |
| Apr 2002 | $40.3M | $0 | $40.3M | 5 | -- |
DateOct 2025
Total AUM$203.6M
Discretionary$5M
Non-Disc.$198.6M
Employees3
Clients0
DateMay 2025
Total AUM$203.6M
Discretionary$5M
Non-Disc.$198.6M
Employees3
Clients0
DateMar 2025
Total AUM$203.6M
Discretionary$5M
Non-Disc.$198.6M
Employees3
Clients0
DateMar 2024
Total AUM$180.3M
Discretionary$9M
Non-Disc.$171.3M
Employees4
Clients2
DateMar 2023
Total AUM$156.2M
Discretionary$7.4M
Non-Disc.$148.8M
Employees4
Clients0
DateMar 2022
Total AUM$185.4M
Discretionary$8.5M
Non-Disc.$176.9M
Employees4
Clients0
DateMar 2021
Total AUM$163M
Discretionary$8.7M
Non-Disc.$154.3M
Employees5
Clients2
DateJul 2020
Total AUM$124M
Discretionary$2.6M
Non-Disc.$121.4M
Employees4
Clients0
DateJun 2020
Total AUM$128M
Discretionary$0
Non-Disc.$128M
Employees3
Clients0
DateMar 2020
Total AUM$128M
Discretionary$0
Non-Disc.$128M
Employees3
Clients0
DateSep 2019
Total AUM$113.6M
Discretionary$0
Non-Disc.$113.6M
Employees3
Clients0
DateJul 2019
Total AUM$113.6M
Discretionary$0
Non-Disc.$113.6M
Employees4
Clients0
DateApr 2019
Total AUM$113.6M
Discretionary$0
Non-Disc.$113.6M
Employees4
Clients0
DateMar 2019
Total AUM$113.6M
Discretionary$0
Non-Disc.$113.6M
Employees4
Clients0
DateMar 2018
Total AUM$116M
Discretionary$0
Non-Disc.$116M
Employees3
Clients0
DateMay 2012
Total AUM$50.3M
Discretionary$0
Non-Disc.$50.3M
Employees1
Clients126
DateMar 2012
Total AUM$50.3M
Discretionary$0
Non-Disc.$50.3M
Employees1
Clients126
DateNov 2011
Total AUM$50.2M
Discretionary$0
Non-Disc.$50.2M
Employees1
Clients101
DateMar 2008
Total AUM$70.8M
Discretionary$0
Non-Disc.$70.8M
Employees5
Clients--
DateMar 2007
Total AUM$41.1M
Discretionary$0
Non-Disc.$41.1M
Employees5
Clients--
DateMar 2006
Total AUM$35.5M
Discretionary$0
Non-Disc.$35.5M
Employees5
Clients--
DateApr 2002
Total AUM$40.3M
Discretionary$0
Non-Disc.$40.3M
Employees5
Clients--