Common Cents Planning

RIASEC Registered
Total AUM
$542M
Discretionary
$500M
92% of AUM
Avg account
$379K
Accounts
1,431
Employees
8
Advisory reps
6

Firm details

Headquarters
Glen Mills, Pennsylvania
CRD number
120131
Registered since
January 14, 2004
Website
www.commoncentsplanning.com
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI66.92%
  • Individuals24.77%
  • Other7.91%
  • Pension & Profit Sharing Plans0.21%
  • Corporations / Businesses0.18%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Common Cents Planning is an independent, individually owned registered investment adviser that has been SEC-registered since 2004. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its billing mixes percentage-of-AUM fees with hourly charges. The firm reports itself as not acting as a capital allocator and identifies public funds/mutual funds as the primary vehicle it uses for client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 83%, Exchange Traded Equities 7%, Cash & Cash Equivalents 5%, US Government Bonds 3%, Investment Grade Corp Bonds 1%, Other 1%83%
  • Public Funds/Mutual Funds83%
  • Exchange Traded Equities7%
  • Cash & Cash Equivalents5%
  • US Government Bonds3%
  • Investment Grade Corp Bonds1%

Owners & executives

3 of 3
  • Mildred Louise Santos

    Mildred Louise Santos

    Client CoordinatorCRD 5339351

  • Matthew Ellis

    Matthew Ellis

    President, Chief Compliance OfficerCRD 5588159

  • William Muller

    William Muller

    Chief Executive OfficerCRD 2247363

Contacts

3 of 3

  • Frederick Dunbar

    Investment Advisor RepresentativeCRD 1011229

  • Kevin Lake

    Kevin Lake

    Financial AdvisorCRD 6249118

  • Victoria Provost

    Victoria Provost

    Financial AdvisorCRD 6843618

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 77

Active vs passive

$194M in ETFs

Passive

66%

$127M

Active

22%

$66.8M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES S&P 500 VALUE ETF (IVE)BlackRockPassiveLarge Value$26.2M115,17213.51%
Unlock additional holdings →

Location

Primary office

Glen Mills, PA

Delaware

Location

Glen Mills, PA

Headquartered in Glen Mills, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
239 Baltimore Pike
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth