LP Profile

Common Cents Planning

Also known as common cents planning

Wealth ManagerGlen Mills, United StatesFounded 1985
$372M
Assets Under Management
Glen Mills
Headquarters
Investment Focus

About Common Cents Planning

Common Cents Planning is a financial planning and wealth management firm based in Glen Mills, Pennsylvania, operating since 1985. It reports about $372 million in assets under management. The firm describes a practical approach to wealth, retirement and investment planning, and it places emphasis on educating clients so they can take greater control of their financial futures. It creates personalized plans built around each client's goals and positions its team as a long-term guide for individuals and families who may otherwise postpone planning.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Common Cents Planning from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$542.4M
Total Clients
1,431
Filing Date
February 12, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Common Cents Planning across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Common Cents Planning?

Common Cents Planning is a wealth manager based in Glen Mills, United States, managing approximately $372M in assets.

Where is Common Cents Planning headquartered?

Common Cents Planning is headquartered in Glen Mills, United States.

How much does Common Cents Planning manage?

Common Cents Planning manages approximately $372M in assets under management.

When was Common Cents Planning founded?

Common Cents Planning was founded in 1985.

How can I contact Common Cents Planning?

Verified contact details, key decision-makers, and investment preferences for Common Cents Planning are available on LPbacked. Create a free account to access them.