Raymond Cooley is a PFS-designated registered investment advisor at Wealthplans, LLC, based in Frederick, MD, with 32 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 167 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthPlans manages investments for a fee based on the value of your portfolio. The annual fee ranges from 0.25% to 1.25%, depending on the size and complexity of your accounts and the services you need. Certain clients may be subject to a legacy fee schedule that differs from the listed range of fees.
Location
5970 Frederick Crossing Lane, Suite 201, Frederick, MD, 21704
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Raymond is the President of Cooley & Associates, P.C., a tax preparation and accounting firm, dedicating nearly full-time hours to this role. He also owns and manages rental property, serves as a board member for FC Frederick and Guilford Office Condominium, dedicating minimal time to these activities.
Employment History
Current Registrations
Wealthplans, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.