Sean Cooney is a CFP-designated registered investment advisor at Cooney Financial Advisors INC, based in Marlton, NJ, with 11 years of industry experience. Sean 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 3 more. Their firm serves 35 clients with $44M 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 $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.50% |
| $2M+ | 0.40% |
Fees are negotiable. For managed account portfolios, there is an additional fee of 0.80% added to the third-party manager's fee. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Contact
Sean Cooney
Location
1 Eves Drive, Suite 111, Marlton, NJ, 08053-3129
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 →Employment History
Current Registrations
Cooney Financial Advisors INC
State Registrations3 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.