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Advisors / Indiana / Carmel
36yrs

Basil Anas

Financial advisor at Commonwealth Financial Network

Basil Anas is a fiduciary financial advisor in Carmel, Indiana, with 36 years in the industry. Basil joined Commonwealth Financial Network in 2017, 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 628 advisors with offices in Carmel, and one of 495 fiduciaries.

Carmel, IN 46032Top 7% by experience in CarmelFiduciary advisor

At a glance

Experience36 years (since 1990)
How that compares ?Top 7% by experience in Carmel
Office13590 Kingsbury Drive, Carmel, IN 46032
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.

Licenses

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

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2017 – now

Questions to ask Basil

Tailored to Basil’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 Basil

How do I contact Basil?

Call Commonwealth Financial Network at (781) 736-0700 and ask for Basil Anas. Basil works from the Carmel, IN office.

How long has Basil been a financial advisor?

Basil has been in the industry since 1990, about 36 years. Top 7% by experience in Carmel.

What licenses does Basil hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Basil a fiduciary?

Basil is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Basil 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 Basil 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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