A complete list of active advisors currently associated with Cook Wealth Management, LLC

Warmer can help you find a great advisor at Cook Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Cook Wealth Management, LLC, 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.