R. Cooper Investments offers financial planning and advisory services to individuals, businesses, and retirement plans. Founded in 2024 and based in Jacksonville, Florida, R. Cooper Investments primarily helps clients through comprehensive financial plans, advice-only consultations, and qualified retirement plan consulting. For individuals, R. Cooper Investments structures its financial planning fees based on whether the client is an accredited investor, charging fixed fees for comprehensive plans and hourly rates for advice-only sessions. For qualified retirement plans, R. Cooper Investments provides non-discretionary evaluation, monitoring, and consulting services. Additionally, R. Cooper Investments offers non-investment advisory business consulting and personal Chief Financial Officer services, covering areas such as mergers and acquisitions, business valuation, budgeting, and tax efficiency planning.
Fee Structure
- 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