Cook Wealth Management Group

Cook Wealth is proud to offer the help of a team of professionals, each member aptly suited to assist you in his/her area of expertise. Cook Wealth's team approach means each team member will be aware of your needs and preferences. Your lead advisor will work with our tax professionals, client services managers, and additional wealth advisors to provide world-class service based on your customized plan. In addition, we offer the services of our select partners. While the majority of our services are provided in-house, we also coordinate with estate attorneys, property & casualty agents, bankers, and more to give you service you deserve. 8. How much do you typically charge? The amount we charge will depend on your particular needs and the way in which you choose to take advantage of our services. Whether you pay for our suite of services, or choose just one or two services, we can provide you with an estimate of possible costs based on the work to be performed. While you may pay separately for one service, we can add the most value by providing a comprehensive, long term, holistic approach to your finances - working on your entire financial picture, each piece of the puzzle - just as we do for a majority of our clients. Cook Wealth is 95% fee based. We charge an initial wealth planning fee and an ongoing maintenance fee. For unique, extenuating circumstances, an hourly fee may apply. Being a primarily fee-based business means we are on your side of the fence - we only succeed if you succeed.