Commonwealth Financial Services
Vienna, WV·SEC-registered · CRD #324930
Commonwealth Financial Services is an SEC-registered investment advisory firm in Vienna, WV managing $995M across 5.2k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$995M
Client accounts
5.2k
Advisory staff
13
Fee model
Fee-based
How Commonwealth Financial Services is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Commonwealth Financial Services
How much does Commonwealth Financial Services manage?
Per its most recent SEC Form ADV filing (04/02/2026), Commonwealth Financial Services reports $995M in regulatory assets under management across roughly 5.2k client accounts.
How does Commonwealth Financial Services charge?
Commonwealth Financial Services is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Commonwealth Financial Services a fiduciary?
Yes. Commonwealth Financial Services is registered with the U.S. Securities and Exchange Commission (CRD #324930), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Commonwealth Financial Services taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Commonwealth Financial Services and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Vienna, WV
Profile compiled from Commonwealth Financial Services's public SEC Form ADV filing (CRD #324930, filed 04/02/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Commonwealth Financial Services. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Commonwealth Financial Services? Claim this profile.