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CFP

Theodore Athans

Commonwealth Financial Network
27 Years of Experience
Chino Hills, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Theodore Athans is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Chino Hills, CA, with 27 years of industry experience. Theodore 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

15325 Fairfield Ranch Road, Suite 180, Chino Hills, CA, 91709

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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
March 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Theodore is a co-owner of WealthSpring Partners, LLC, which facilitates securities, advisory, and insurance business, dedicating about 10% of his time. He also sells fixed insurance through Wealthspring.

Employment History
Current Registrations
Commonwealth Financial NetworkBroker
February 2026 - Present · 8 mos
Commonwealth Financial Network
February 2026 - Present · 8 mos
Previous Registrations
Wealthspring
September 2022 - August 2026 · 3 yrs 11 mos
Commonwealth Financial NetworkBroker
April 2009 - October 2022 · 13 yrs 6 mos
Commonwealth Financial Network
April 2009 - October 2022 · 13 yrs 6 mos
Ameriprise Financial Services, INC.
February 1999 - April 2009 · 10 yrs 2 mos
Ameriprise Financial Services, INC.Broker
February 1999 - April 2009 · 10 yrs 2 mos
Ids Life Insurance CompanyBroker
February 1999 - July 2006 · 7 yrs 5 mos
State Registrations20 states
AKAZCACOCTFLIDINMAMIMOMTNVNYOKORTNTXWAWI
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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