Insights

Niche Market Focus Common Cents Planning specializes in personalized wealth management and financial planning, attracting clients who value tailored, relationship-driven services. This presents an opportunity to offer advanced client engagement tools or CRM solutions that enhance personalized service delivery.

Strong Industry Presence With operations since 1985 and a current revenue range of 10 to 25 million dollars, the firm has established a stable foothold in the financial services sector. There is potential for upselling risk management or compliance solutions to support regulatory adherence and operational growth.

Technology Adoption Utilizing cloud services like Amazon Web Services and analytics tools like Google Analytics demonstrates an openness to leveraging technology. Software solutions focused on data security, financial analytics, or digital client portals could further enhance their service capabilities.

Expansion Potential Given their independent model and flexible guidance approach, there is scope to expand into broader financial advisories or broader asset management services, providing opportunities for partnership or client acquisition in related financial segments.

Competitive Landscape Operating in a highly competitive industry with comparable firms like Edelman Financial Engines and Personal Capital, there is an opportunity to implement advanced client onboarding or marketing automation tools to differentiate their brand and attract more affluent clients.

Similar companies to Common Cents Planning

Common Cents Planning Tech Stack

Common Cents Planning uses 8 technology products and services including Amazon Web Services, Amazon EC2, Percona, and more. Explore Common Cents Planning's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Amazon EC2
    Cloud Infrastructure Computing
  • Percona
    Database
  • JSON-LD
    Javascript Frameworks
  • HSTS
    Security
  • Bootstrap
    UI Frameworks
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Analytics
    Web Analytics

Media & News

Common Cents Planning's Email Address Formats

Common Cents Planning uses at least 1 format(s):
Common Cents Planning Email FormatsExamplePercentage
FLast@commoncentsplanning.comJDoe@commoncentsplanning.com
44%
First.Last@commoncentsplanning.comJohn.Doe@commoncentsplanning.com
6%
FLast@commoncentsplanning.comJDoe@commoncentsplanning.com
44%
First.Last@commoncentsplanning.comJohn.Doe@commoncentsplanning.com
6%

Frequently Asked Questions

Where is Common Cents Planning's headquarters located?

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Common Cents Planning's main headquarters is located at 239 Baltimore Pike Glen Mills, Pennsylvania 19342 United States. The company has employees across 1 continents, including North America.

What is Common Cents Planning's official website and social media links?

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Common Cents Planning's official website is commoncentsplanning.com and has social profiles on LinkedIn.

What is Common Cents Planning's NAICS code?

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Common Cents Planning's NAICS code is 52 - Finance and Insurance.

How many employees does Common Cents Planning have currently?

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As of April 2026, Common Cents Planning has approximately 8 employees across 1 continents, including North America. Key team members include Ceo: F. D.President: M. E.Office Manager: L. S.. Explore Common Cents Planning's employee directory with LeadIQ.

What industry does Common Cents Planning belong to?

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Common Cents Planning operates in the Financial Services industry.

What technology does Common Cents Planning use?

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Common Cents Planning's tech stack includes Amazon Web ServicesAmazon EC2PerconaJSON-LDHSTSBootstrapX-Content-Type-OptionsGoogle Analytics.

What is Common Cents Planning's email format?

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Common Cents Planning's email format typically follows the pattern of FLast@commoncentsplanning.com. Find more Common Cents Planning email formats with LeadIQ.

When was Common Cents Planning founded?

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Common Cents Planning was founded in 1985.

Common Cents Planning

Financial ServicesPennsylvania, United States2-10 Employees

Our Philosophy
Building long-term relationships is our priority at Common Cents Planning. We start the journey by taking the time to understand each of our clients personally. Together, we carefully chart a course to pursue financial success, using prudent wealth management strategies. Since 1985, our clients have looked to us for financial direction. We are dedicated to guiding and sustaining that mission.

Common Cents Planning is an independent financial services, wealth management, and consulting firm. As independent financial professionals, we have the freedom to provide diverse guidance and insight to our clients. We recognize that each person’s situation is different, so we develop a financial plan that focuses on helping you accomplish your personal goals. We pursue an in-depth understanding of your financial situation and your values as they relate to your financial plan. This approach allows us to forge a strong partnership with you and to assist you as we strive to turn your dreams into reality.

Securities offered through Commonwealth Financial Network®, member https://www.finra.org https://www.sipc.org, a Registered Investment Adviser. Advisory services offered through Planning Directions Inc., a Registered Investment Adviser, are separate and unrelated to Commonwealth. Fixed insurance products/services are separate from and not offered through Commonwealth. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Section iconCompany Overview

Headquarters
239 Baltimore Pike Glen Mills, Pennsylvania 19342 United States
NAICS Code
52 - Finance and Insurance
Founded
1985
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Common Cents Planning's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Common Cents Planning's revenue is estimated to be in the range of $10M$25M

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