COSNER FINANCIAL GROUP, LLC
SEC RegisteredInvest Wisely, Live Better.
About the firm
Cosner Financial Group is an independent, family-owned financial planning firm that has been helping clients manage their money for over 30 years. The firm offers personalized financial strategies for both individuals and businesses, tailoring plans to each client's unique goals and needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personal financial planning, active investment management, and business financial services, including individualized approaches to complex planning needs and simple business solutions.
Who they serve
Experienced investors, those beginning to plan for retirement, individuals seeking personal financial planning, and businesses with complex or simple planning needs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 484 | $90M |
| High Net Worth Individuals | 130 | $210M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.35% |
| Next $500,000 | 1.10% |
| Next $1,000,000 | 1.00% |
| Next $3,000,000 | 0.75% |
| Next $5,000,000+ | 0.00% |
Data as of February 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COSNER FINANCIAL GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched