Commonwealth Financial Planners Inc.

Commonwealth Financial Planners Inc. (CRD# 106831) is a financial advisory firm headquartered in Roswell, GA. They manage $156,199,729 in 307 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    156
    MILLION
  • Total Number of Accounts
    307
    ACCOUNTS
  • Average Account Value
    $508,794
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, TX

Financial Advisors at Commonwealth Financial Planners Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Michael P. Agurkis
CRD#: 4969895
1033 Canton Street, Roswell, GA 30075

Michael Agurkis (CRD# 4969895) is an Investment Advisor Representative working at Commonwealth Financial Planners Inc. in Roswell, GA and has over 17 years of experience in the finance industry.

2
Kelly M. Graff
CRD#: 6180823
1033 Canton Street, Roswell, GA 30075

Kelly Graff (CRD# 6180823) is an Investment Advisor Representative working at Commonwealth Financial Planners Inc. in Roswell, GA and has 1 year of experience in the finance industry.

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