Ashley Coake is a CFP-designated registered investment advisor at Cultivate Financial Planning, based in Radford, VA, with 12 years of industry experience. Ashley 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 4 more. Their firm serves 87 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included as part of the comprehensive financial planning service. Cultivate Financial Planning creates and manages a portfolio based on your personal investment policy and asset allocation targets.
Contact
Ashley Coake
Location
7211 Lee Hwy, Suite 600, Radford, VA, 24141
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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
Cultivate Financial Planning
Previous Registrations
Olio Financial Planning
Wealthcare Capital Management LLC
Stifel, Nicolaus & Company, Incorporated
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.
Exams
Additional Information
My favorite part of being a CERTIFIED FINANCIAL PLANNER™ professional is watching clients succeed. I am passionate about helping each client cultivate their own best financial life (current and future).