COMMONWEALTH FINANCIAL SERVICES

373 Timberline Parkway
Vienna, West Virginia 26105
Tel: 304-422-3531

About COMMONWEALTH FINANCIAL SERVICES

COMMONWEALTH FINANCIAL SERVICES, formally registered with the SEC as COMMONWEALTH FINANCIAL SERVICES. The firm was established in 03/22/2023. They have over 5 offices throughout the country.

COMMONWEALTH FINANCIAL SERVICES is a Vienna, West Virginia based Financial Planning firm with nearly $774,786,979 assets under management, offering retirement planning & investment advisory services to 4851 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	324930
SEC#	801-127499
Assets Managed by Firm	$774,786,979
No. of Clients	4851
No. of Advisors	26

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (LENDING SERVICES AND FINANCIAL INSTITUTION CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	4851	$774,786,979
Individuals (other than high net worth individuals)	2064	$645,868,639
High net worth individuals	21	$108,378,215
Pension and profit sharing plans	9	$5,222,334
Charitable organizations	8	$1,215,573
Corporations or other businesses	20	$11,326,643

More Retirement Planning firms in Vienna, West Virginia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
MCKINLEY CARTER WEALTH SERVICES, INC. 2100 Market Street Wheeling, WV, 26003	$2,260,993,682	5211	48
SECURITY CAPITAL MANAGEMENT 1300 Chapline Street Wheeling, WV, 26003	$1,018,623,006	2291	21
WESBANCO INVESTMENT DEPARTMENT One Bank Plaza, Fifth Floor Wheeling, WV, 26003-3565	$839,421,117	6	15
NTV ASSET MANAGEMENT, LLC 170 Summers Street, Suite 200 Charleston, WV, 25301-1800	$822,275,700	824	5
LOC INVESTMENT ADVISERS 3981 Teays Valley Rd Hurricane, WV, 25526-9080	$708,247,570	2200	12

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