Carolyn Cook is a CFP-designated registered investment advisor at What About US Financial, based in Bellbrook, OH, with 18 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 86 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Ongoing financial planning services are included for investment management clients with at least $200,000 in assets under management with WAUF.
Fee Estimator
Location
Bellbrook, OH
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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 →Employment History
Current Registrations
What About US Financial
Previous Registrations
Buckingham Financial Group, INC.
Buckingham Capital Management, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Advisors, LLC
UBS Financial Services INC.
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.