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William Francis Muller

Investment adviser representative at Common Cents Planning
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$542.4MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

21 years in the industry.

  1. Common Cents PlanningAug 2007 to now
  2. Commonwealth Financial NetworkJun 2005 to now
  3. Planning Directions, Inc. dba Common Cents PlanningApr 2005 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 2 states (PA, TX).

Common Cents Planning

Legal name: Planning Directions, Inc.

$542.4MAssets managed
463Clients
6Advisers
22 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2247363
Firm CRD
120131
Advisor's SEC record (opens in a new tab)
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