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Advisors / Massachusetts / Boston
44yrs

John Hellmuth

Financial advisor at Commonwealth Financial Network

John Hellmuth has worked in the financial industry for 44 years and is a financial advisor based in Boston, Massachusetts. John has been with Commonwealth Financial Network since 2021; before that, John spent eight years at Cetera Wealth Services. John holds the CFP® designation.

One of 3765 advisors with offices in Boston.

Boston, MA 02110CFP®Top 1% by experience in Boston

At a glance

Experience44 years (since 1983)
How that compares ?Top 1% by experience in Boston
Office225 Franklin Street Floor 26, Boston, MA 02110
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state

Services through Commonwealth Financial Network

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. 2021 – now
  2. 2013 – 2021
    Cetera Wealth Services, LLCPreviously

Questions to ask John

Tailored to John’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About John

How do I contact John?

Call Commonwealth Financial Network at (781) 736-0700 and ask for John Hellmuth. John works from the Boston, MA office.

How long has John been a financial advisor?

John has been in the industry since 1983, about 44 years. Top 1% by experience in Boston.

What licenses does John hold?

Series 63. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is John paid?

Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask John for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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