Wealth Design Consulting, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
$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
Up to $250 per hour for general consulting services, negotiable
Account minimum: $100,000 Fee-only: Hourly consulting fee up to $250 per hour, negotiable
Main office
505 S. 3rd Street, Suite 200
Laramie WY 82070
Advisors at this office
3
Most active in
Colorado · Wyoming
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:
Lawyer
They provide legal services, typically billed separately.
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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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
Advisors at this firm
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.
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.
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.
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