Wray Cooper is a registered investment advisor at Avantax Planning Partners, INC., based in Louisville, KY, with 25 years of industry experience. Wray operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 8,371 clients with $6.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Location
2650 Eastpoint Parkway, Suite 100, Louisville, KY, 40223
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
Wray is a Director Emeritus with Blue & Co., a CPA firm, and a Member-Owner and Advisor with Green Street Capital, LLC. He also serves as a board director and shareholder of Benefits Administrators, LLC, and provides personal services as a sole proprietor.
Employment History
Current Registrations
Avantax Planning Partners, INC.
Previous Registrations
Cssc Brokerage Services, INC.Broker
Cssc Investment Advisory Services, INC.
Mutual Service CorporationBroker
Fsc Securities CorporationBroker
State Registrations1 state
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.