Paul Cocozza is a CFP-designated registered investment advisor at Cocozza Financial Planning, LTD., based in Arlington, VA, with 26 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 25 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive Financial Plan: Fees are based on an hourly rate of $220/hour, with billable hours ranging from 16 to 20 hours. The minimum charge is $3,520.
- Hourly Consultations: $220/hour for examining a specific area of your financial situation.
Location
Arlington, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cocozza Financial Planning, LTD.
State Registrations1 state
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