Grady Cool is a CFA, CFP-designated registered investment advisor at Cool Wealth Management, based in Tempe, AZ, with 4 years of industry experience. Grady operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
398 S Mill Ave Unit 205, Tempe, AZ, 85281
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 →Other Business ActivitiesSells Insurance
Grady is the owner and an independent licensed insurance agent with Cool Wealth Management Insurance LLC.
Employment History
Current Registrations
Cool Wealth Management
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Vanguard Marketing CorporationBroker
State Registrations1 state
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.