Carolyn Cook
What About Us Financial, LLC · Bellbrook, Ohio
Carolyn Cook is a fee-only financial advisor at What About Us Financial, LLC in Bellbrook, Ohio, who holds the CFP, CRPC and MBA credentials.
- $29M
- Firm assets managed
- $173,000
- Firm's average account
- 2007
- First securities exam
How does Carolyn's firm compare?
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What About Us Financial, LLC's average account is about $173,000, from its Form ADV (assets managed divided by 166 accounts).
Questions about Carolyn
Is Carolyn Cook a fee-only financial advisor?
Yes. Carolyn Cook is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Carolyn's firm.
How does Carolyn Cook charge for financial advice?
Carolyn's firm, What About Us Financial, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Carolyn Cook based?
Carolyn Cook is based in Bellbrook, Ohio.
What credentials does Carolyn Cook hold?
Carolyn Cook holds the CFP, CRPC and MBA credentials.
Is Carolyn Cook registered with the SEC?
Yes. Carolyn Cook is registered as an investment adviser representative in OH and TX (CRD 5278356), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does What About Us Financial, LLC manage?
What About Us Financial, LLC reports $28.7M across 166 accounts in assets under management.
How do I contact Carolyn Cook?
Through Carolyn Cook's website, whataboutusfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | What About Us Financial, LLC |
|---|---|
| Based in | Bellbrook, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $28.7M across 166 accounts |
| Credentials | CFP · CRPC · MBA |
| SEC registration | Investment adviser representative in OH, TX · CRD 5278356 |
| Exams passed | Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | whataboutusfinancial.com |
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Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- 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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