Ashley Coake
Cultivate Financial Planning · Radford, Virginia
Ashley Coake is a fee-only financial advisor at Cultivate Financial Planning in Radford, Virginia, who holds the CFP and EA credentials. Ashley charges a flat fee or retainer (no asset minimum) and focuses on flat-fee planning, retirement planning and tax planning.
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Specialties
Facts
| Firm | Cultivate Financial Planning |
|---|---|
| Based in | Radford, Virginia |
| Fee model | Flat fee or retainer |
| Fees (firm's website) | No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $83.9M across 364 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in NC, VA · CRD 6172130 |
| Exams passed | Series 66 (2013) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | cultivatefp.com |
| Profile |
How Ashley's firm compares
- Cultivate Financial Planning's average account is about $231,000, from its Form ADV (assets managed divided by 364 accounts).
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Questions about Ashley
Is Ashley Coake a fee-only financial advisor?
Yes. Ashley Coake is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ashley's firm.
How does Ashley charge for financial advice?
Ashley charges a flat fee or retainer.
How much does Ashley charge?
According to Cultivate Financial Planning's website, checked October 28, 2026: no asset minimum.
Does Ashley work with clients virtually?
Yes. Cultivate Financial Planning says on its website that it works with clients remotely.
Where is Ashley Coake based?
Ashley Coake is based in Radford, Virginia.
What does Ashley specialize in?
Ashley's specialties include flat-fee planning, retirement planning, tax planning and estate & legacy planning.
What credentials does Ashley Coake hold?
Ashley Coake holds the CFP and EA credentials.
Is Ashley Coake registered with the SEC?
Yes. Ashley Coake is registered as an investment adviser representative in NC and VA (CRD 6172130), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Cultivate Financial Planning manage?
Cultivate Financial Planning reports $83.9M across 364 accounts in assets under management.
How do I contact Ashley Coake?
Through Ashley's website, cultivatefp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Cultivate Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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