CommonWealth Financial Planners (CWFP) offers personalized financial planning and investment management services. Their services include cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. CWFP uses two advisory programs: Ambassador (a wrap fee program) and IMPAC (available only to existing clients). CWFP does not act as a custodian of client assets.
Assets Under Management$200M
Clients127
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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.
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