# Co-Missions Financial Planning

> Co-Missions Financial Planning is a state-registered investment advisory firm in Cherry Hill, NJ, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 21, 2025.

- CRD: 289227
- Filed as: CO-MISSIONS FINANCIAL PLANNING
- Legal name: Co-Missions, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cherry Hill, NJ
- Filing period: October 2026
- Form ADV filing dated: April 21, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289227
- AdvisorCensus page: https://advisorcensus.com/firm/co-missions-financial-planning-cherry-hill-nj-289227

## Quick answers

**How is Co-Missions Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Co-Missions Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Co-Missions Financial Planning located?**
Co-Missions Financial Planning's principal office is in Cherry Hill, NJ, according to its Form ADV.

**Is Co-Missions Financial Planning registered with the SEC or a state?**
Co-Missions Financial Planning is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 289227.

**How much does Co-Missions Financial Planning manage?**
Co-Missions Financial Planning reports $2,295,839 in regulatory assets under management in its Form ADV filing dated April 21, 2025 (100% discretionary).

**What types of clients does Co-Missions Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13); high net worth individuals (4).

**Does Co-Missions Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/289227

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,295,839
- Discretionary: $2,295,839
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $949,456 |
| High net worth individuals | 4 | $1,346,383 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- co-missions.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Co-Missions Financial Planning (CRD 289227): Form ADV filing data as of October 2026.