Cook Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cook Wealth Management provides financial planning and consulting to individuals, high‑net‑worth clients, and business entities, and facilitates access to third‑party investment managers. The firm reports a small client base (seven clients) and charges hourly fees for financial plans, which it says are typically completed and delivered within 30 days.
Instead of directly managing client assets, the firm refers clients to registered third‑party managers, acts as a liaison, and monitors those managers’ performance and reporting while assisting clients with account paperwork. Those referral arrangements include ongoing portions of the third‑party managers’ advisory fees and additional incentive payments tied to manager AUM, and custody and billing are handled by the managers’ custodians.
The firm is affiliated with an accounting practice and an insurance agency, and the principal holds CPA and Personal Financial Specialist credentials while also offering tax‑preparation and insurance services — relationships the brochure discloses as potential conflicts of interest. Distinct from most independent peers, the firm does not provide direct portfolio management for individual clients and does not itself charge a percentage‑of‑assets fee, relying instead on the fee schedules of the third‑party managers it recommends.
Client services
Expertise
Fee options
$0+: Custom Indexing - Strategic: 2.15% $0+: Strategic Portfolio: 2.00% $0+: Custom Indexing - Allocation: 1.85% $0+: Allocation: 1.70% $0+: Tactical: 1.70% $0+: Defined Outcome: 1.70% $0+: Private Wealth: 1.50% $0+: Preservation: 1.00%
$300 per hour
Main office
Bowie MD
Advisors at this office
1
Most active in
Maryland
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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