Advisor at Commonwealth Financial Planners Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Roswell, GA 30075
Credentials
CFP®
Industry experience
7 years
Kelly Graff is a CFP® professional with seven years of experience at CommonWealth Financial Planners, Inc., where she has worked since 2013. She is based in Roswell, GA, and is one of two advisors at the firm. CommonWealth Financial Planners provides personalized financial planning and fee-based investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, and small businesses. The firm offers a range of services such as cash flow and tax planning, insurance review, retirement and estate planning, and acts as a 3(38) investment manager for certain 401(k) plans.
Based on Commonwealth Financial Planners Inc
$0 - $500,000: 1.50% annually (maximum, fees are negotiable) $500,000+: Graduated rates for Ambassador Program: $0-$250,000: 1.40%, $250,000-$500,000: 1.20%, $500,000-$1,000,000: 1.00%, $1,000,000-$2,000,000: 0.85%, $2,000,000-$5,000,000: 0.75%, $5,000,000-$10,000,000: 0.60%, $10,000,000-$25,000,000: 0.50%, Over $25,000,000: 0.40%
Commissions earned on insurance products and brokerage transactions separately from advisory fees.
Financial planning hourly rate is $175 per hour.
Account minimum: $500,000 Fee-only: Advisory fees based on assets under management, no commissions on advisory fees. Hourly fee for financial planning: $175/hour.
1033 Canton Street
Roswell, GA 30075
Georgia
CommonWealth Financial Planners, Inc.
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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