Kelly Graff is a CFP-designated registered investment advisor at Commonwealth Financial Planners INC, based in Roswell, GA, with 7 years of industry experience. Kelly 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, Insurance Planning, and 2 more. Their firm serves 127 clients with $200M in assets under management.
Compensation
Firm Size
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Fee Structure
CWFP offers the Ambassador Program, a wrap fee account where you pay an asset-based advisory fee that covers advisory services and transaction costs. CWFP also has the IMPAC program, but it is only available to existing clients. Fees are negotiable and do not exceed 1.50% annually.
Location
1033 Canton Street, Roswell, GA, 30075
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Commonwealth Financial Planners INC
State Registrations1 state
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