A complete list of active advisors currently associated with Cox & Cook Wealth Advisors

Warmer can help you find a great advisor at Cox & Cook Wealth Advisors or one who fits your needs even better.

Cox & Cook Wealth Advisors serves individual and high‑net‑worth clients as well as retirement plans and small businesses, managing roughly $120 million in client assets with a two‑advisor team. The firm provides ongoing portfolio management, creates individualized Investment Policy Statements, and offers financial planning and consulting engagements billed on an hourly basis. The firm typically manages accounts on a discretionary basis, documents client goals and risk tolerances in written investment policies, and seeks “best execution” through Schwab Institutional as custodian. Its investment process combines modern portfolio theory and long‑term trading with options strategies (including covered and uncovered positions), and it bills primarily as a percentage of assets with negotiable terms and occasional flat‑fee arrangements. A distinctive feature noted in the brochure is that principals maintain insurance‑brokerage and broker‑dealer affiliations (including a registered representative relationship), and the firm discloses that supervised persons may receive commissions for insurance or securities sales. The brochure also notes that Cox & Cook conducts educational seminars or workshops and that it recently transitioned to SEC registration and uses standing letters of authorization in ways that create limited custody considerations.

To learn more about the advisors currently working at Cox & Cook Wealth Advisors, 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.