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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-24-1993
- Office Locations
- 1
Office Locations
About Common Cents Planning
Common Cents Planning is a boutique RIA that builds personalized financial plans and investment strategies around client goals, with an emphasis on education, practical guidance, and ongoing monitoring. Focus areas include wealth and retirement planning, portfolio construction, and risk management, using diversified allocations across mutual funds, ETFs, and fixed income. Fidelity/NFS is a key custodian. The firm highlights community involvement and an annual client photo contest.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MATTHEW SCOTT ELLIS
Chief Compliance Officer, President
- CRD
- #5588159
- Ownership
- 50% but less than 75%
WILLIAM FRANCIS MULLER
Chief Executive Officer
- CRD
- #2247363
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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FREDERICK JOHN DUNBAR
Financial Planner
- CRD
- #1011229
KEVIN PATRICK LAKE
Financial Advisor
- CRD
- #6249118
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $499,560,474 | $351,803 |
| Non-Discretionary | $42,884,292 | $3,898,572 |
| Total | $542,444,766 | $379,067 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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