CommonWealth Financial Planning
CommonWealth Financial Planning is a privately held, independent financial advisory practice in Roanoke, Virginia, offering investment management, budgeting, insurance, employee benefits, and tax and retirement planning services to individual and small-business clients.
- Company typePrivate
- Founded-
- HeadquartersRoanoke, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
CommonWealth Financial Planning firmographics
Firmographics- Name
- CommonWealth Financial Planning
- Legal name
- CommonWealth Financial Planning
- Website
- https://commonwealthplanning.com
- Company type
- Private
- Headcount range
- 1–10 employees
- Short description
- CommonWealth Financial Planning is a privately held, independent financial advisory practice in Roanoke, Virginia, offering investment management, budgeting, insurance, employee benefits, and tax and retirement planning services to individual and small-business clients.
- Ownership category
- akta.pro rank
CommonWealth Financial Planning industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industries
- Financial Coaching & Budgeting Advisory (FSAEAAAH), Business Owner & Executive Financial Planning (FSAEAAAO)
Keywords
Where CommonWealth Financial Planning is headquartered
LocationHeadquarters
- HQ city
- Roanoke
- HQ country
- United States
- HQ region
- North America
Markets served
CommonWealth Financial Planning business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
CommonWealth Financial Planning product offering
Product offeringCore offering
CommonWealth Financial Planning offers investment management, budgeting, insurance, employee benefits, and tax and retirement planning services to individual clients. The firm delivers personalized financial planning advice to help clients manage wealth, prepare for retirement, optimize tax outcomes, and select appropriate insurance coverage. Service delivery appears to be advisor-led rather than product- or platform-based.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management Portfolio and investment management advisory service for individual clients seeking professional guidance on asset allocation and investment decisions.
- Retirement Planning Advisory service helping individual clients prepare financially for retirement, including savings strategy and income planning.
- Tax Planning Advisory service to help individual clients optimize personal tax outcomes through planning strategies.
- Insurance Planning Advisory service assisting individual clients with insurance needs analysis and coverage selection.
- Employee Benefits Advisory Advisory service helping individual clients understand and maximize employee benefits such as workplace-provided plans.
- Budgeting Planning Advisory service supporting individual clients in creating and managing household budgets and cash flow.
Companies that use CommonWealth Financial Planning
Customer profileIdeal customer profiles1 record
CommonWealth Financial Planning technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
CommonWealth Financial Planning competitors and assessment
Company assessmentOthers
Broad incumbents
- LPL Financial: Largest independent broker-dealer and RIA custodian, supporting thousands of advisors offering investment, retirement, insurance, and tax planning services. Relevant as both a potential custodian and a structural competitor for advisor-led practices.
- Fisher Investments: Large investment management and financial planning firm serving high-net-worth individuals and institutions. Comparable in the investment management and retirement planning portion of the offering, though focused on discretionary portfolio management rather than tax/insurance bundling.
- Commonwealth Financial Network: Large national RIA/broker-dealer platform serving independent financial advisors. Highly comparable service mix (investment, retirement, insurance, tax) and overlapping brand name, though it operates at vastly greater scale and as a custodian/platform rather than a planning practice.
- Carson Group: RIA platform and wealth management firm offering financial planning, investment management, tax, and insurance services. Similar comprehensive planning value proposition but operating as a large multi-advisor platform.
- Mariner Wealth Advisors: National RIA providing investment management, tax, retirement, and estate planning. Comparable holistic service mix for high-net-worth and mass-affluent clients, with a much larger advisor network and geographic footprint.
- Northwestern Mutual: Major financial services company offering investment, retirement, insurance, and financial planning — closely mirroring the firm's full-service offering. Operates through a national advisor network, providing a benchmark for both scale and distribution.
- Creative Planning: Full-service wealth management, investment, tax, retirement, and estate planning firm. Directly comparable comprehensive offering for mass-affluent and business-owner households, though it operates at national scale with hundreds of advisors.
- Cetera Financial Group: Broker-dealer and RIA platform supporting independent financial advisors with investment, planning, tax, and insurance capabilities. Comparable holistic offering delivered via affiliated advisors across the U.S.
Emerging players
- Facet Wealth: Digital-first financial planning firm offering flat-fee comprehensive planning (investment, tax, retirement, insurance) via remote CFPs. Comparable comprehensive offering but with a tech-enabled, low-overhead model that pressures traditional local firms' cost structure.
Market position
Customer concentration
CommonWealth Financial Planning financial estimates
Financial estimateRevenue estimate
Valuation estimate
CommonWealth Financial Planning leadership team
Management profileNumber of profiles
Profiles1 record
CommonWealth Financial Planning funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CommonWealth Financial Planning M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CommonWealth Financial Planning
What does CommonWealth Financial Planning do?
CommonWealth Financial Planning offers investment management, budgeting, insurance, employee benefits, and tax and retirement planning services to individual clients. The firm delivers personalized financial planning advice to help clients manage wealth, prepare for retirement, optimize tax outcomes, and select appropriate insurance coverage. Service delivery appears to be advisor-led rather than product- or platform-based.
Is CommonWealth Financial Planning a public or private company?
CommonWealth Financial Planning is a private company. It is classified as founder individual operated bootstrapped.
When was CommonWealth Financial Planning founded?
CommonWealth Financial Planning was founded in -1. It employs 1 to 10 people.
Where is CommonWealth Financial Planning based?
CommonWealth Financial Planning is headquartered in Roanoke, United States, in the North America region.
Who are CommonWealth Financial Planning's main competitors?
Edelman Financial Engines is listed as an others. Broad incumbents are LPL Financial, Fisher Investments, Commonwealth Financial Network, Carson Group, Mariner Wealth Advisors, Northwestern Mutual, Creative Planning and Cetera Financial Group. Facet Wealth is listed as an emerging player.
Does CommonWealth Financial Planning have an API?
No public API is recorded for CommonWealth Financial Planning.
What industry is CommonWealth Financial Planning in?
CommonWealth Financial Planning's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAEAAAH, Financial Coaching & Budgeting Advisory. Its NAICS code is 523940 and its SIC code is 6282.