Cole Financial Planning and Wealth Management offers comprehensive financial planning, wealth management, and investment advisory services to individuals, families, small businesses, and nonprofit organizations. Founded by Scott Cole, the firm assists clients with cash flow, debt management, risk management, college funding, retirement planning, estate planning, tax planning, asset allocation, and investment selection. The firm operates with a strong focus on objective financial advice, requiring no product sales and incorporating the ethical standards of professional associations. Clients can engage Cole Financial Planning and Wealth Management for ongoing portfolio oversight, hourly project work, single-issue sessions, or divorce planning support.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
All fees are negotiable at the sole discretion of the advisor. Preferred minimum account size is $500,000.
