COMMON CENTS PLANNING

Overview

Common Cents Planning is an independent registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm, registered with the SEC since 2004, serves a mainly individual and family client base and bills on a percentage-of-AUM model supplemented by hourly charges for select work. Its advisory approach tilts toward public funds and mutual funds as core building blocks while using third-party managers for select alternative exposures. Common Cents Planning does not position itself as a capital allocator; instead it constructs portfolios from external mutual funds, ETFs, and selective equity holdings to meet client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices