R. Cooper Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
R. Cooper Investments offers financial planning and advisory work to individuals, high‑net‑worth clients, and institutional entities including pension and profit‑sharing plans, trusts, and business clients. The firm also provides pension consulting for plan sponsors and non‑investment business consulting and personal CFO services aimed at operational and strategic matters.
The firm’s investment advice is grounded in fundamental analysis and may involve recommendations across a range of instruments, including equity, fixed income, and options strategies. R. Cooper Investments does not provide discretionary portfolio management for individual client accounts and implements or monitors investment recommendations on a non‑discretionary basis only with client or sponsor authorization.
Compared with many small independent advisors, R. Cooper Investments emphasizes pension plan consulting and assists plan sponsors with investment policy development, benchmarking, implementation, and ongoing monitoring — services that are less common among one‑advisor firms. The firm is newly established and discloses that its principal is also active as an insurance producer, a relationship it identifies as a potential conflict of interest and addresses through firm policies.
Client services
Expertise
Fee options
Fixed fee for comprehensive financial planning services: $4,750 (unmarried individuals) to $6,500 (married couples)
$0 - $499,999: 1.00% $500,000 - $1 million: 0.90% $1,000,000 - $5 million: 0.75% Over $5 million+: 0.65%
Commissions for insurance product sales; typical and customary compensation, disclosed to clients
Hourly fee of $300/hour for advice-only consulting services and additional non-investment pension consulting duties
Fee-only: Hourly fee of $300/hour for advice-only consulting services for non-accredited investors; Fixed fees $4,750 for unmarried individuals, $6,500 for married couples for financial planning with written plan
Main office
Jacksonville FL
Advisors at this office
1
Most active in
Florida · Texas
Also doing business as
R Cooper & Associates · R Cooper & Associates LLC · R. Cooper Investments
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:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
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