Cookson Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$47,658,652
Clients
47
Advisors
1
of 1 employees
About
Cookson Financial provides discretionary asset management and hourly financial consulting to a broad set of clients, including individuals, trusts, foundations and endowments, pension and profit-sharing plans, banks, and corporations. Services include tailored investment management, retirement and financial planning, and assistance implementing recommendations such as establishing brokerage accounts.
The firm builds diversified portfolios across equities, fixed income, ETFs, mutual funds, options and cash equivalents, generally relying on fundamental analysis with technical considerations as appropriate. Asset allocation and security selection are customized to each client’s risk tolerance and objectives, with an emphasis on low-cost instruments when suitable and regular reporting on managed accounts.
What is noteworthy about the firm is its explicit inclusion of charitable organization clients and pension consulting among its offerings, as well as providing ongoing hourly consulting when asset management is not pursued. The adviser’s background includes prior broker-dealer and hedge fund management, and the firm typically leverages Schwab Institutional custody and related institutional services to support trading, reporting and back-office functions.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.0% annually $1,000,000 - $3,000,000: 0.8% annually $3,000,000+: 0.6% annually
$150 to $300 per hour
Main office
500 Lake St, Suite 205
Excelsior MN 55331
Advisors at this office
1
Most active in
Minnesota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)