Cook Financial Designs provides financial planning and investment advice. They help clients meet their financial goals while considering their risk tolerance and time horizon. Cook Financial Designs prepares financial plans covering cash flow, risk, investments, retirement, taxes, and estate planning. They also offer ongoing financial planning and project-based advisory services.
Assets Under Management$140M
Clients188
Advisors1
Avg. per Client$760K
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management
Cook Financial Designs does not manage investments on a discretionary basis. They manage investments on a non-discretionary basis as part of their ongoing financial planning and advisory services, which are charged as a flat annual fee. The fee for ongoing financial planning and advisory services typically ranges between $4,000 and $40,000 per year.
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