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COMMON CENTS PLANNING

GLEN MILLS, PA · CRD 120131 · IAPD ↗ · 610-361-0865

$542.4MRegulatory AUM
4Advisory reps
8Employees
17Clients
11-25Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2026 — COMMON CENTS PLANNING notice-filed in NC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2026 — COMMON CENTS PLANNING crossed $500M in regulatory AUM ($486.1M -> $542.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
58
April 2025 — PLANNING DIRECTIONS, INC. is now doing business as COMMON CENTS PLANNING.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
53
December 2024 — PLANNING DIRECTIONS, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2024 — PLANNING DIRECTIONS, INC. notice-filed in GA, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — PLANNING DIRECTIONS, INC. reported RAUM up 26% ($334.4M -> $422.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.