Daniel Cook
Daniel Cook is a CFP-designated registered investment advisor at Cook Financial Designs, INC., based in Virginia Beach, VA, with 24 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 188 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cook Financial Designs does not manage investments on a discretionary basis. They manage investments on a non-discretionary basis as part of their ongoing financial planning and advisory services, which are charged as a flat annual fee. The fee for ongoing financial planning and advisory services typically ranges between $4,000 and $40,000 per year.
Location
1060 Laskin Road, Suite 25B, Virginia Beach, VA, 23451
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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 ActivitiesSells Insurance
Daniel is the owner of Daniel S Cook, P.L.L.C., a CPA firm, since 1989, spending about 10-20% of his time on tax preparation and client meetings. He is also the president of Cook Financial Designs, Inc., selling life, disability, long-term care, fixed annuities, and index annuities, dedicating minimal time to this.
Employment History
Current Registrations
Cook Financial Designs, INC.
Previous Registrations
Retirement Security Group of Va. INC.
State Registrations4 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.