C
Cocozza Financial Planning, LTD.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
25
0% high-net-worth
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
25
TypicalAverage account size
$0
About
Cocozza Financial Planning provides tailored financial planning services to individual clients through comprehensive, written plans and limited-scope hourly consultations. Plans typically cover balance sheet and cash-flow analysis, income tax considerations, investments, insurance, retirement and estate planning and are prepared on a case-by-case basis to reflect each client’s goals.
The firm’s approach emphasizes client-directed implementation: it does not maintain discretionary authority or custody of client assets and presents recommendations that generally favor diversified, market-based exposure (a primary weighting to index funds with supplemental actively managed funds). Asset-allocation guidance is informed by a risk/return questionnaire and consideration of tax and cash-flow needs, and the adviser will recommend professional management when concentration or other issues warrant it.
Compared with many independent advisers, the firm does not offer portfolio management for individuals nor charge percentage-of-assets fees, instead delivering planning on a project/hourly basis and leaving implementation choices to clients or third-party managers. The sole practitioner focuses exclusively on financial planning, follows a fiduciary code of ethics (per a NAPFA-style oath), and discloses no referral compensation or other industry affiliations.
Client services
Financial planning
Selection of other advisers
Expertise
General retirement planning
General tax planning
Fee options
Hourly rate of $220 per hour for consultations and planning
Minimum fee: Minimum charge for Comprehensive Financial Planning is $3,520 Fee-only: Hourly rate of $220 per hour for financial planning and consultations
Main office location
Cocozza Financial Planning, LTD.
Falls Church VA, United States
Number of offices
1
Most active in
Cocozza Financial Planning, LTD. has reported serving >5 clients in these states in the last 12 months.
Virginia
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.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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