A complete list of active advisors currently associated with Cobb Planning Group
Warmer can help you find a great advisor at Cobb Planning Group or one who fits your needs even better.
The firm advises primarily individual clients, including some high‑net‑worth individuals, by arranging relationships with third‑party money managers rather than providing in‑house portfolio management; it may also provide initial consultations and written financial planning analyses. The firm reports no minimum account size for clients and does not participate in wrap‑fee programs. Services are tailored through consultations that consider employment, retirement account values, cash reserves, risk tolerance and retirement timing, after which the firm assists in selecting an appropriate third‑party manager to implement the strategy. The firm describes a fundamental, conservative investment approach with low turnover and does not engage in frequent trading on clients’ behalf. Distinctive features include an affiliation with insurance activities: the firm’s owner is a licensed insurance agent who sells insurance and certain annuity products for commissions and dedicates a portion of time to insurance sales, and the firm also receives compensation from recommended third‑party money managers. These business relationships and the receipt of insurance and referral compensation are disclosed as potential conflicts of interest; the firm also says it does not accept securities sales commissions and does not vote client proxies.
To learn more about the advisors currently working at Cobb Planning Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Santa Ana, CA
| 17
|
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