GLEN MILLS, PACRD 120131Latest ADV February 12, 2026
Common Cents Planning is an SEC registered investment adviser organized as a corporation with a primary office location in Glen Mills, PA. Its latest Form ADV filing, dated February 12, 2026, reports $542M in regulatory assets under management, 8 employees, 1 office, and 1,431 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.5% of total clients.
Top client categories% of clientsClients
1
Individuals
66.5%
308
2
HNWI
31.1%
144
3
RETIREMENT PLANS
2.4%
11
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$542Mas of February 12, 2026
Discretionary92.1%
$500M
92% of total RAUM92.1%
Non-discretionary7.9%
$43M
8% of total RAUM7.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$542M
Total Accounts1,431
10Y AUM Change+$363M (+201.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee58:1
10Y Employee Change+2 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.