Neal Watson
Advisor at Commonwealth Financial Services
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.
Advisor at Commonwealth Financial Services
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
Marietta, OH 45750
Credentials
CFP®, Series 63
Industry experience
29 years
Neal Watson is a CFP® with 29 years of industry experience, currently serving at Commonwealth Financial Services since 2023. His prior roles include positions at Arbor Point Advisors, Maplewood Investment Advisors, and Fleming Watson Financial Advisors, LLC. Outside of advisory work, he is also licensed as an insurance agent. Commonwealth Financial Services is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth clients, pensions, trusts, estates, corporations, and state and municipal government entities. The firm offers discretionary asset management, retirement-plan advisory programs, third-party money manager arrangements, and financial planning, combining fundamental and technical analysis with both direct and co-advisory account management.
Based on Commonwealth Financial Services
Based on Commonwealth Financial Services
Flat fees for financial planning and consultation services can range up to $15,000 or more
up to 2.00% annually (maximum fee for Participant Retirement Program; actual fee may be tiered and negotiated)
Up to $750 or more per hour for financial planning and consultation services
Retainer fees for ongoing financial planning and consultation services charged as flat fee or percentage of assets up to 2% annually
Fee-only: Financial planning fees can be hourly (up to $750+/hour), fixed (up to $15,000+), or retainer fees (up to 2% of assets advised)
326 Third Street #100
Marietta, OH 45750
Ohio
Commonwealth Financial Services
2023 - Present (3 years)
Arbor Point Advisors
2021 - 2023 (2 years)
Maplewood Investment Advisors
2004 - 2016 (12 years)
Fleming Watson Financial Advisors, LLC
1996 - 2021 (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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