Thoroughbred Financial Services
47yrs
Top advisor by experience in Brentwood
1yr
Caleb Staton
Financial advisor at Commonwealth Financial Network
Caleb Staton is a fiduciary financial advisor in Brentwood, Tennessee, with 1 year in the industry. Caleb joined Commonwealth Financial Network in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Commonwealth Financial Network reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 559 advisors with offices in Brentwood, and one of 485 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office100 Winners Circle Suite 155, Brentwood, TN 37027
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 66Uniform Combined State Law Examination
Career
- Sep 2026 – now
- Jul 2025 – nowCommonwealth Financial NetworkCurrent firm
Contact Caleb
(781) 736-0700Firm headquarters in Waltham, MA. Ask for Caleb. 100 Winners Circle Suite 155Brentwood, TN 37027Office · Get directions Firm websiteHTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVER
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Caleb
Tailored to Caleb’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Caleb
How do I contact Caleb?
Call Commonwealth Financial Network at (781) 736-0700 and ask for Caleb Staton. Caleb works from the Brentwood, TN office.
How long has Caleb been a financial advisor?
Caleb has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Caleb hold?
Series 66. Tap any license on this page to see what it allows.
Is Caleb a fiduciary?
Caleb is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Caleb 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 Caleb 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.
Other advisors nearby
Thoroughbred Financial Services
46yrs
Top 1% by experience in Brentwood
Wells Fargo Advisors
45yrs
Top 1% by experience nationwide
Thoroughbred Financial Services
45yrs
Top 1% by experience nationwide
Acropolis Partners
45yrs
Top 1% by experience in Brentwood
Thoroughbred Financial Services
45yrs
Top 1% by experience in Brentwood