Cooney Financial Advisors Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$14,014,184
Clients
26
Advisors
2
of 2 employees
About
Cooney Financial Advisors works with individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses to provide financial planning, investment management, and pension consulting. The firm operates on a fee-only basis and does not accept commissions or sell financial products.
Its investment approach emphasizes tactical asset allocation using globally diversified, index-based ETFs and model portfolios, with regular portfolio review and risk controls. A majority of assets are managed on a non-discretionary basis — approximately $26,488,890 non-discretionary versus $17,753,152 discretionary — meaning clients often retain final trade approval while receiving detailed recommendations and reporting.
Distinctive features include an affiliation with a licensed accounting practice through a firm principal and a defined pension-services capability that extends beyond investment advice to pension administration (including Form 5500 preparation), plan design, and employee enrollment and educational seminars. The firm’s small advisory team overseeing roughly $44.2 million in assets combines plan-level consulting and workshop delivery in a way that is uncommon among similarly sized supported firms.
Client services
Expertise
Occupation focus
Fee options
Financial plan fees range from $750 to $5,000 (negotiable)
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001 - $1,500,000: 0.70% $1,500,001 - $2,000,000: 0.50% $2,000,001+: 0.40%
$250 per hour for limited scope planning engagements; $200 per hour for pension administration
Account minimum: $50,000 Fee-only: Financial plans: $750 to $5,000 (negotiable); Hourly planning: $250/hour; Pension administration: $200/hour
Main office
1 Eves Drive Suite 111
Marlton NJ 08053
Advisors at this office
2
Most active in
New Jersey · New York · Pennsylvania
Also doing business as
Cooney & Associates Inc · Cooney Financial Advisors Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
Quick links
Advisors at this firm
Sean C
CFP®, Series 65
Marlton, NJ
Cooney Financial Advisors Inc
Sean Cooney is a CFP® with 12 years of industry experience and is a principal at Cooney Financial Advisors Inc, where he has worked since 2008. He also has a concurrent role at Rosenberg, Smith, Cooney & Migliore Pc since 2006. Cooney Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with financial planning, investment management, and pension consulting. The firm employs a fee-only model, emphasizing tactical asset allocation through globally diversified, index-based ETFs and model portfolios, with a focus on non-discretionary management and pension administration services.
Thomas C
CFP®, Series 63, Series 65
Marlton, NJ
Cooney Financial Advisors Inc
Thomas Cooney is a CFP® with 35 years of industry experience and has been with Cooney Financial Advisors, Inc. since 1987. He was a partner at the CPA firm Rosenberg, Smith, Cooney & Migliore PC, where he retired in 2016 but continues to provide limited accounting services. Cooney Financial Advisors is a fee-only firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $43.7 million in client assets using a tactical asset allocation strategy focused on globally diversified, index-based ETFs and mutual funds, with a notable integration of accounting and pension consulting services.
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