Kommon Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Kommon Wealth, LLC provides investment management and financial planning services to pooled investment vehicles, retirement plans, and other institutional and intermediary accounts, and also offers client-level services such as retirement plan rollover analysis and cash sweep management. Like many investment managers, the firm implements strategies through custodial platforms and third-party model portfolios (TAMPs) to execute portfolio allocations.
The firm’s investment approach emphasizes diversified, model-driven asset allocation informed by Modern Portfolio Theory and a mix of fundamental, technical, quantitative, cyclical, and tactical analyses, with portfolios monitored and rebalanced on an ongoing basis. Advisory relationships may be discretionary or non‑discretionary, and the firm discloses use of AI-assisted tools for web-call transcription while maintaining human oversight of investment recommendations.
Distinctive features disclosed in the firm brochure include that it is newly formed with no assets under management to date and that its investment adviser representatives are also licensed insurance agents who may receive commission-based compensation for life insurance and annuity sales—an affiliation and potential conflict of interest the firm expressly discloses. The combination of TAMP-based implementation, AI-assisted recordkeeping, and the firm’s insurance‑sales capability makes its operating model different from many peers in its category.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
General retirement planning
Wealth management
Tax-loss harvesting
Annuities
Fee options
Financial planning flat fee generally ranges from $1,000 to $5,000 per plan, negotiable
Insurance products sold by Investment Advisor Representatives as licensed insurance agents earn commissions; commission amounts vary by carrier and product
Fee-only: Financial planning flat fees generally range from $1,000 to $5,000 per plan, negotiable; Investment management fees generally do not exceed 1.50% annually, broken down as 0.25% Kommon Wealth fee plus 1.25% TAMP platform fee; Fees are negotiable
Main office location
Kommon Wealth, LLC
3952 Meadowlark Rd.
Roanoke VA 24018, United States
Number of offices
1
Most active in
Kommon Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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