Commonwealth Financial Planners Inc

Overview

Commonwealth Financial Planners Inc is an SEC registered investment adviser based in Roswell, GA, registered since 2018. It reports $228M in assets under management across 316 accounts, with 3 employees. It has 2 investment adviser representatives.

Reported AUM

$228M

Discretionary

2%

Accounts

316

Average account

$72K

Employees

3

Advisory reps

2

Registered since

2018

Jurisdictions

4

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 1 of 1

• Michael Patrick Agurkis Chief Compliance Officer, President, Corp Secretary CRD 4969895

Advisory reps 2 of 2

• Michael Patrick Agurkis Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4969895
• Kelly Marie Graff Investment Adviser Rep CRD 6180823

Location

Headquarters

1033 Canton St
Roswell, GA 30075

County

Fulton

Metro area

Atlanta-Sandy Springs-Alpharetta, GA

Region

South

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: cwfp.com

Every state, with registration dates

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