Commonwealth Financial Group: Detailed Company Information & Corporate Profile
Summary
Commonwealth Financial Group, established in 2001, is headquartered in Charleston, SC, and operates as an independent company within the finance sector. With a team of 10–50 professionals, it generates annual revenue between $50 million and $100 million and is classified under SIC code 8300.
Specializing in fee‑based planning, individual solutions, medical solutions, business solutions, and financial education, Commonwealth serves diverse client needs. Leadership includes President & CEO Jim Gillespie, COO & CFO Michael Plato, and co‑founders such as Larry Incognito, reflecting a collaborative governance structure.
| Commonwealth Financial Group Website | commonwealthfg.com |
| Social Links |    |
| Phone Number | 8438844545 |
| Industries | |
| Commonwealth Financial Group Headquarters Address | 225 Seven Farms Drive, Charleston, SC, 29492 US |
| Company Size | 10-50 employees |
| Specialities & Services | Fee- Based Planning, Individual Solutions, Medical Solutions, Business Solutions, Financial Education |
| SIC Code | 8300 |
| DMA Code | Charleston Metropolitan Area |
| Founded | 2001 |
| Estimated Annual Revenue | $50M - 100M |
| Operating Status | Independent Company |
| Updated: | 2026-10-05 |
Commonwealth Financial Group Org Chart
Chief Executive Officer
C-Level
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 2011 | Privately Held | 10-50 | |
| 2012 | Privately Held | 10-50 | |
| 1927 | Public Company | 10000+ | |
| - | - | 1-10 |
Estimated Website Traffic
The chart shows a growth in traffic to the commonwealthfg.com website. In August, traffic increased to 3535, compared to 3446 in the previous month. The highest traffic in 2026 was recorded in August, reaching 3535 visits.
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
Commonwealth Financial Group's workforce includes employees across a wide range of tenure levels.
2% have been with the company for less than 1 year4% have been with the company for 1 to 2 years6% have been with the company for 3 to 4 years10% have been with the company for 5 to 7 years6% have been with the company for 8 to 10 years73% have been with the company for more than 11 years
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Commonwealth Financial Group Corporate Information: FAQ
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