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The fee is billed in advance.","source":"FORM ADV APP--WRAP FEE PROGRAM, filed 19 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Commonwealth Financial Services use?","answer":"Commonwealth Financial Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $723M and Fidelity Brokerage Services LLC (Smithfield, RI), with $236M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Commonwealth Financial Services have?","answer":"Commonwealth Financial Services has 15 investment adviser representatives registered with state securities authorities, out of 26 employees, and 13 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 9 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Commonwealth Financial Services invest in?","answer":"At the end of its last fiscal year, Commonwealth Financial Services’ separately managed accounts held 74% registered funds (mutual funds, ETFs, BDCs), 14% exchange-traded equities, 5% cash and equivalents, 3% other, 2% derivatives, 2% pooled vehicles (private funds and similar), 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds. 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