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Wealth Design Consulting, LLC

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Client assets under management

$32,800,000

Clients

52

17% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

17

Very Low

Average account size

$630,769

About

Wealth Design Consulting, LLC is a fee-only registered investment adviser that serves individual clients, including high-net-worth households, through both discretionary portfolio management and separate consulting engagements. As of December 31, 2025 the firm reported roughly $36.7 million in assets under management across about 52 client relationships supported by a small advisory team.

The firm establishes an Investment Policy Statement for managed accounts and typically implements diversified allocations using primarily ETFs and mutual funds, with selective equity and fixed‑income positions; it employs both fundamental and technical analysis and portfolio-construction frameworks such as modern portfolio theory and tactical allocation. Accounts are managed on a discretionary, percentage‑of‑AUM basis with quarterly reviews and the firm also provides project-based consulting on cash flow, tax planning, retirement income, insurance, long‑term care and estate planning matters.

A notable characteristic disclosed in the brochure is the firm’s affiliation with a law firm (Cook and Associates), and several principals’ legal backgrounds, which the firm says can lead to client referrals between the entities and potential conflicts of interest that are disclosed to clients. That integration of investment advice with estate, tax and business‑succession planning — combined with a relatively small client base and explicit conflict-disclosure practices — differentiates the firm from many peers.

Client services

Portfolio management General consulting

Expertise

General tax planning Retirement income strategy Business succession planning

Occupation focus

Attorney

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Fee options

Percentage

$0 - $500,000: 1.10% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.90% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually

Project-based

Up to $250 per hour for general consulting services, negotiable

Other

Account minimum: $100,000 Fee-only: Hourly consulting fee up to $250 per hour, negotiable

Main office location

Wealth Design Consulting, LLC

505 S. 3 Rd Street, Suite 200

Laramie WY 82070, United States

Number of offices

1

Most active in

More info

Colorado · Wyoming

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

307-745-6257

Advisors at this firm

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user avatar

Craig C

Series 65

Laramie, WY

Wealth Design Consulting, LLC

Craig Cook is a financial advisor at Wealth Design Consulting, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Cook and Associates, P.C. and Wealth Design Consulting since 2011. Outside of his advisory work, he has served in the Wyoming Air National Guard since 2007. Wealth Design Consulting serves individual and high-net-worth clients by providing discretionary portfolio management and consulting on tax planning, retirement income, and estate and business succession planning. The firm integrates legal and financial planning through its affiliation with a law practice, supporting a coordinated approach to client needs.

General tax planning Retirement income strategy Business succession planning Attorney
user avatar

Jennifer C

Series 65

Laramie, WY

Wealth Design Consulting, LLC

Jennifer Cook is a financial advisor at Wealth Design Consulting, LLC in Laramie, Wyoming, holding a Series 65 designation with 10 years of industry experience. She has worked at Wealth Design Consulting since 2014 and previously at Cook and Associates, PC from 2006 to 2018. Wealth Design Consulting serves individual and high-net-worth clients by providing discretionary portfolio management and consulting on tax planning, retirement income, estate, and business succession matters. The firm integrates fundamental and technical analysis within its asset allocation strategies and benefits from its affiliation with a law practice, supporting combined legal and financial planning.

General tax planning Retirement income strategy Business succession planning Attorney
user avatar

Dennis C

Series 63, Series 65

Laramie, WY

Wealth Design Consulting, LLC

Dennis Cook is a financial advisor with Wealth Design Consulting, LLC in Laramie, WY, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Cook & Associates, P.C. since 1993 and with Wealth Design Consulting since 2000. Wealth Design Consulting serves individual and high-net-worth clients with discretionary portfolio management and consulting on tax planning, retirement income, and estate and business succession. The firm employs a blend of fundamental and technical analysis, using asset-allocation frameworks and risk-adjusted measures, and is affiliated with a law practice that supports integrated legal and financial planning.

General tax planning Retirement income strategy Business succession planning Attorney
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