Commonwealth Financial Advisors, LLC

Commonwealth Financial Advisors, LLC (CRD# 146396) is a financial advisory firm headquartered in Louisville, KY. They manage $23,039,185 in 398 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    398
    ACCOUNTS
  • Average Account Value
    $57,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KY

Financial Advisors at Commonwealth Financial Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
James R. Edwards
CRD#: 5277996
9403 Mill Brook Road, Suite 100, Louisville, KY 40223
93
Wealthminder
score

James Edwards (CRD# 5277996) is an Investment Advisor Representative working at Commonwealth Financial Advisors, LLC in Louisville, KY and has over 7 years of experience in the finance industry.

2
James K. Elliott
CRD#: 2594748
Louisville, KY
93
Wealthminder
score

James Elliott (CRD# 2594748) is an Investment Advisor Representative working at Commonwealth Financial Advisors, LLC in Louisville, KY and has over 12 years of experience in the finance industry.

3
Gerald L. Minnis
CRD#: 1025497
9403 Mill Brook Road, Suite 100, Louisville, KY 40223
93
Wealthminder
score

Gerald Minnis (CRD# 1025497) is an Investment Advisor Representative working at Commonwealth Financial Advisors, LLC in Louisville, KY and has over 36 years of experience in the finance industry.

4
Lance G. Minnis
CRD#: 4246476
9403 Mill Brook Road, Suite 100, Louisville, KY 40223
81
Wealthminder
score

Lance Minnis (CRD# 4246476) is an Investment Advisor Representative working at Commonwealth Financial Advisors, LLC in Louisville, KY and has over 17 years of experience in the finance industry.

5
William T. Fowler
CRD#: 3087793
620 S. Third Street, Suite 102, Louisville, KY 40202
71
Wealthminder
score

William Fowler (CRD# 3087793) is an Investment Advisor Representative working at Commonwealth Financial Advisors, LLC in Louisville, KY and has over 19 years of experience in the finance industry.

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