RC
RC

Rodney Cooper

2 Years of Experience
Jacksonville, FL
Sells Insurance

Rodney Cooper is a registered investment advisor at R. Cooper Investments, based in Jacksonville, FL, with 2 years of industry experience. Rodney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Minimum Investment:None
  • Comprehensive financial plan for married couples — $6,500 fixed fee for clients meeting or exceeding the accredited investor threshold
  • Comprehensive financial plan for unmarried individuals — $4,750 fixed fee for clients meeting or exceeding the accredited investor threshold
  • Advice-only consulting — $300 per hour for clients who do not meet the accredited investor threshold, consisting of advisor-led consultations without a written financial plan
One-Time Plan:$4,750 - $6,500
Hourly Rate:$300/hr
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Location

Jacksonville, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Rodney is an insurance agent selling fixed insurance products with multiple carriers, and also consults and markets to attract new clients. He also owns rental property, dedicating minimal time to it.

Employment History
Current Registrations
R. Cooper Investments
June 2026 - Present · 4 mos
Previous Registrations
Esi Financial Advisors
October 2023 - June 2026 · 2 yrs 8 mos
State Registrations2 states
FLTX
Advisor

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
No exam information available for this advisor.
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