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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SHIRLEY, RENEE, W | I | CORPORATE SECRETARY | NA | |
| SHIRLEY, RENEE, W | I | CORPORATE SECRETARY | NA | |
| SHIRLEY, RENEE, W | I | CORPORATE SECRETARY | NA | |
| SHIRLEY, RENEE, W | I | CORPORATE SECRETARY | NA | |
| SHIRLEY, RENEE, W | I | CORPORATE SECRETARY | NA | |
| SHIRLEY, RENEE, W | I | CORPORATE SECRETARY | NA | |
| SHIRLEY, RENEE, W | I | CORPORATE SECRETARY | NA | |
| SHIRLEY, RENEE, W | I | CORPORATE SECRETARY | NA | |
| SHIRLEY, RENEE, W | I | CORPORATE SECRETARY | NA | |
| SHIRLEY, RENEE, W | I | CORPORATE SECRETARY | NA | |
| SHIRLEY, RENEE, W | I | CORPORATE SECRETARY | NA | |
| SHIRLEY, RENEE, W | I | CORPORATE SECRETARY | NA | |
| AGURKIS, MICHAEL, PATRICK | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CORP SECRETARY | E | Control |
| AGURKIS, MICHAEL, PATRICK | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CORP SECRETARY | E | Control |
| AGURKIS, MICHAEL, PATRICK | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CORP SECRETARY | E | Control |
| AGURKIS, MICHAEL, PATRICK | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CORP SECRETARY | E | Control |
| AGURKIS, MICHAEL, PATRICK | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CORP SECRETARY | E | Control |
| AGURKIS, MICHAEL, PATRICK | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CORP SECRETARY | E | Control |
| AGURKIS, MICHAEL, PATRICK | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CORP SECRETARY | E | Control |
| AGURKIS, MICHAEL, PATRICK | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CORP SECRETARY | E | Control |
| AGURKIS, MICHAEL, PATRICK | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CORP SECRETARY | E | Control |
| AGURKIS, MICHAEL, PATRICK | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CORP SECRETARY | E | Control |
| AGURKIS, MICHAEL, PATRICK | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CORP SECRETARY | E | Control |
| AGURKIS, MICHAEL, PATRICK | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CORP SECRETARY | E | Control |
| SHIRLEY, NORMAN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/ | E | Control |
| SHIRLEY, NORMAN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/ | E | Control |
| SHIRLEY, NORMAN, DOUGLAS | I | PRESIDENT/DIRECTOR/CFP | E | Control |
| SHIRLEY, NORMAN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/ | E | Control |
| SHIRLEY, NORMAN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/ | E | Control |
| SHIRLEY, NORMAN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/ | E | Control |
| SHIRLEY, NORMAN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/ | E | Control |
| SHIRLEY, NORMAN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/ | E | Control |
| SHIRLEY, NORMAN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/ | E | Control |
| SHIRLEY, NORMAN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/ | E | Control |
| SHIRLEY, NORMAN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/ | E | Control |
| SHIRLEY, NORMAN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/ | E | Control |
| AGURKIS, MICHAEL, PATRICK | I | VICE PRESIDENT | B | Control |
| AGURKIS, MICHAEL, PATRICK | I | VICE PRESIDENT | B | Control |
| AGURKIS, MICHAEL, PATRICK | I | VICE PRESIDENT | B | Control |
| AGURKIS, MICHAEL, PATRICK | I | VICE PRESIDENT | B | Control |
Registrations
Federal
IA
Oct 17, 2025 REGISTERED
Notice Filings (4)
FL GA NC TX
Address
1033 CANTON STREETROSWELL, GA 30075
United States
Phone: 770-399-6644