Cosmo Gould is a registered investment advisor at Rpa Financial, LLC, based in San Rafael, CA, with 17 years of industry experience. Cosmo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 230 clients with $8B 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 | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees may be paid monthly or quarterly.
Fee Estimator
Location
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
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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 Activities
Cosmo is involved with several investment-related activities, including serving as an Investment Advisor Representative for Global Retirement Partners/HUB Retirement and Wealth Management, providing financial planning and consulting services through RPA Financial, LLC, and serving as President and CCO of TWD Securities. Cosmo also spends full-time hours with HUB International.
Employment History
Current Registrations
Rpa Financial, LLC
Twd Securities, LLCBroker
Global Retirement Partners LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Financial Telesis INCBroker
Financial Telesis, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citicorp Investment ServicesBroker
Citicorp Investment Services
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations53 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.