Mildred Santos is a CFP-designated registered investment advisor at Common Cents Planning, based in Glen Mills, PA, with 13 years of industry experience. Mildred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 463 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $7.0M | 0.65% |
| $7.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees for households over $25 million are negotiable.
Fee Estimator
Location
239 Baltimore Pike, Glen Mills, PA, 19342-1127
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Common Cents Planning
Previous Registrations
Kathmere Capital Management, LLC
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
PNC InvestmentsBroker
PNC Investments
Santander Securities
Santander Securities LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLCBroker
State Registrations1 state
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
More Advisors
- Victoria Provost, CFPCommon Cents Planning
- Matthew Ellis, CFPCommon Cents Planning
- William Muller, CFPCommon Cents Planning
- Kevin Lake, CFPCommon Cents Planning
- Kevin Holt, CFPMarket Street Wealth Management
- Daniel White, ChFCCorecap Advisors