Overview
Assets Under Management: $122 million
High-Net-Worth Clients: 38
Average Client Assets: $3.1 million
Frequently Asked Questions
COMMENCEMENT FINANCIAL PLANNING LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154056), COMMENCEMENT FINANCIAL PLANNING LLC is subject to fiduciary duty under federal law.
COMMENCEMENT FINANCIAL PLANNING LLC serves 38 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, COMMENCEMENT FINANCIAL PLANNING LLC offers financial planning and portfolio management for individuals. View all service details ↓
COMMENCEMENT FINANCIAL PLANNING LLC manages $122 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, COMMENCEMENT FINANCIAL PLANNING LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.29%
Average Client Assets: $3.1 million
Total Client Accounts: 206
Non-Discretionary Accounts: 206
Regulatory Filings
CRD Number: 154056
Filing ID: 2079778
Last Filing Date: 2026-03-23 13:45:51