COX & COOK WEALTH ADVISORS
SEC RegisteredSimplifying the Complexities of our Client's Success
About the firm
Cox & Cook Wealth Advisors provides ongoing, diversely unique wealth advisory management to engaged clients who value authentic expertise in a purposive and proactive environment. The firm utilizes a two-part process — the FIT Process and the proprietary Anchor Point FORMula — integrating wealth management with risk and debt management, income and tax planning, and philanthropic endeavors. They serve clients nationwide via a family practice, white-glove model.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth advisory management including wealth management, risk and debt management, income and tax planning, and philanthropic endeavors. Services follow the Anchor Point FORMula process covering concept interviews, fact finding, financial plan development, plan presentation, plan implementation, and ongoing management of investment, estate, insurance, and tax administration.
Who they serve
Successful families, professionals, and business owners who have reached a certain level of financial or other complexity; clients described as delegators who focus on Family, Occupation, and Recreation while the firm manages Money and financial planning. Also serves Legacy clients — individuals and families with generational wealth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 160 | $39M |
| High Net Worth Individuals | 63 | $81M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $250,000 | 1.50% |
| Next $250,000 | 1.30% |
| Next $250,000 | 1.10% |
| Next $250,000 | 1.00% |
| Next $250,000 | 0.90% |
| $1,250,000 - $3,000,000 | 0.85% |
| $3,000,000 - $5,000,000 | 0.75% |
| $5,000,000+ | 0.65% |
Data as of March 23, 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. COX & COOK WEALTH ADVISORS 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.
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