# COMMONWEALTH FINANCIAL PLANNERS INC

COMMONWEALTH FINANCIAL PLANNERS INC of ROSWELL, GA is an SEC-registered investment adviser.

## Registration

- CRD: 106831
- Type: SEC-registered investment adviser
- SEC file number: 801-112991
- Location: 1033 CANTON STREET, ROSWELL, GA, 30075
- Phone: 770-399-6644
- Latest filing: 2026-03-31
- Regulatory AUM: $227.6M
- Discretionary AUM: $3.8M
- Non-discretionary AUM: $223.9M
- Clients: 3
- Accounts: 316

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Michael Patrick Agurkis | CHIEF COMPLIANCE OFFICER/PRESIDENT/CORP SECRETARY | — |
| SHIRLEY NORMAN DOUGLAS | CHIEF COMPLIANCE OFFICER/PRESIDENT/; PRESIDENT/DIRECTOR/CFP | — |
| SHIRLEY RENEE W | CORPORATE SECRETARY | — |
| AGURKIS MICHAEL PATRICK | CHIEF COMPLIANCE OFFICER/PRESIDENT/CORP SECRETARY; VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106831/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106831/similar
- Related entities: https://search.stillhousedata.com/firm/106831/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106831

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.