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CFP

Deborah Lane

Commonwealth Financial Network
33 Years of Experience
Bennington, VT
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Deborah Lane is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Bennington, VT, with 33 years of industry experience. Deborah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

160 Benmont Avenue, Bennington, VT, 05201

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Deborah is involved in fixed insurance sales, serves as Vice President, 401k plan trustee, and 50% owner of Center Square Asset Management, and is a 50% owner of Center Square Properties, LLC. She also provides tax preparation services and rents commercial property.

Employment History
Current Registrations
Commonwealth Financial Network
March 2009 - Present · 17 yrs 7 mos
Commonwealth Financial NetworkBroker
November 2005 - Present · 20 yrs 11 mos
Previous Registrations
Amidon & Petersen Financials, LLC
March 2025 - May 2025 · 2 mos
Charter One Securities, INC.Broker
July 2003 - November 2005 · 2 yrs 4 mos
Troy Financial Investment Services Group, INC.Broker
June 1999 - June 2003 · 4 yrs
Charter One Securities, INC.Broker
January 1999 - June 1999 · 5 mos
Lm Financial Partners, INC.Broker
January 1999 - May 1999 · 4 mos
Lm Financial Partners, INC.Broker
July 1997 - December 1998 · 1 yr 5 mos
First Albany CorporationBroker
May 1997 - July 1997 · 2 mos
Healthcare Community Securities CorporationBroker
December 1994 - May 1997 · 2 yrs 5 mos
Diversified Investors Securities CORP.Broker
March 1994 - December 1994 · 9 mos
Unum Sales CorporationBroker
December 1993 - December 1994 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1992 - August 1993 · 10 mos
State Registrations15 states
AZCACOCTDCFLGAMANCNHNJNYPASCVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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