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.

Cobb Planning Group is a small, California-registered investment adviser that serves primarily individual clients, including some high-net-worth individuals, with financial planning and portfolio management services. The firm provides written financial plans and advice on tax, retirement, estate and insurance planning, and manages client portfolios using general securities, mutual funds and government securities (including ETFs). The firm’s investment approach is built on fundamental analysis of businesses and a generally conservative, low‑turnover strategy; Cobb tailors recommendations through client consultations and monitors accounts for adjustments, typically managing discretionary accounts with client authorization. Research sources cited include financial newspapers, magazines and corporate rating services, and the firm emphasizes avoiding frequent trading to limit transaction costs and tax impacts. What distinguishes Cobb Planning Group from many peers is the owner’s continued role as a licensed insurance agent (licensed since 1979) who sells insurance and certain annuity products for commissions—an activity that occupies about 15% of his workweek and is disclosed as a potential conflict of interest. The firm also states it does not accept securities commissions, delegates client reporting to the custodian rather than producing regular in‑house reports, and reported roughly $14 million in discretionary assets under management as of June 1, 2026.

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.