Commonwealth Financial Network
44yrs
Top advisor by experience in Ligonier
39yrs
John Yee
Financial advisor at Commonwealth Financial Network
John Yee is a fiduciary financial advisor in Ligonier, Pennsylvania, with 39 years in the industry. After seven years at Wealth Management Partners, John joined Commonwealth Financial Network in 2010, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 25 advisors with offices in Ligonier, and one of 23 fiduciaries.
At a glance
Experience39 years (since 1987)
How that compares ?Top 5% by experience nationwide
Office112 North Market Street, Ligonier, PA 15658
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 ?2 states
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2010 – nowCommonwealth Financial NetworkCurrent firm
- 2002 – 2009Wealth Management Partners, LLCPreviously
Contact John
(781) 736-0700Firm headquarters in Waltham, MA. Ask for John. 112 North Market StreetLigonier, PA 15658Office · Get directions Firm websiteHTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVER
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Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Commonwealth Financial Network at (781) 736-0700 and ask for John Yee. John works from the Ligonier, PA office.
How long has John been a financial advisor?
John has been in the industry since 1987, about 39 years. Top 5% by experience nationwide.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
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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