C
Cochran Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Cochran Wealth Management serves individuals, high‑net‑worth individuals, families, and businesses with both discretionary and non‑discretionary portfolio management and comprehensive financial planning, including retirement, cash‑flow, education funding, risk management, estate coordination, and small‑business consulting. The firm operates as a fee‑only adviser and may recommend third‑party professionals (such as attorneys, accountants, or insurance agents) without affiliation or receipt of third‑party compensation.
The firm’s investment approach combines fundamental, technical, and quantitative analysis to build diversified portfolios that primarily use ETFs, mutual funds, and cash equivalents with limited use of individual stocks or bonds. Strategies emphasize strategic asset allocation with modest tactical adjustments, low‑cost/passive vehicles for cost and tax efficiency, tailoring to client goals and risk tolerance, and the firm does not employ margin, derivatives, or high leverage.
Notable for a newly licensed firm with no assets under management, Cochran Wealth offers financial planning as a distinct service and provides fixed‑fee and hourly planning options in addition to asset‑based portfolio management—an uncommon combination for firms in this regulatory category. The firm also does not act as a private fund adviser, does not accept proxy‑voting authority for client securities, and intends to recommend a specific custodian to provide trade execution, custody, and account reporting.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Wealth management
Business Financial Management
Fee options
Financial planning fixed fees typically range from $1,000 to $10,000
$0 - $500,000: 1.15% $500,001 - $2,000,000: 1.00% $2,000,001+: 0.85%
$150 to $400 per hour for financial planning services
Fee-only: Financial planning fixed fees typically range from $1,000 to $10,000; hourly rates range from $150 to $400 per hour
Main office location
Cochran Wealth Management LLC
5363 State Route 350
Martinsville OH 45146, United States
Number of offices
1
Most active in
Cochran Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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