Cook 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
7
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
7
LowAverage account size
$0
About
The firm provides financial planning and consulting to individuals, high‑net‑worth clients, and business entities, operating as a solo advisory practice with a very small client roster. It does not directly manage client investment accounts and instead facilitates access to third‑party investment managers while preparing and delivering financial plans.
Rather than offering in‑house portfolio management or charging its own percentage‑of‑assets fees, the firm typically charges for planning work and acts as a liaison to third‑party managers, monitoring those managers’ performance and assisting with paperwork and ongoing client communications. Clients receive plan updates and periodic account reviews coordinated by the firm, but custodial statements and trade execution remain with the chosen third‑party managers and custodians.
Distinctively, the firm is affiliated with both an insurance practice and a tax/accounting business, and the managing member spends a meaningful portion of time providing those services, which creates additional advisory and referral relationships to disclose. The firm also participates in revenue‑sharing and incentive arrangements with at least one recommended third‑party manager, a structural detail the brochure discloses and describes as a potential conflict of interest to be managed via disclosure and firm procedures.
Client services
Financial planning
Selection of other advisers
Expertise
General retirement planning
Tax strategies for small businesses
General estate planning guidance
Fee options
$0+: 2.15% $0+: 2.00% $0+: 1.85% $0+: 1.70% $0+: 1.80% $0+: 1.70% $0+: 1.50% $0+: 1.00%
Insurance product commissions from insurance sales as licensed insurance agent
$300 per hour for financial planning and consulting
Fee-only: $300 per hour for financial planning and consulting
Main office location
Cook Wealth Management, LLC
Bowie MD, United States
Number of offices
1
Most active in
Cook Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
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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