Charles Cooper
StrongBox Wealth · Lee'S Summit, Missouri
Charles Cooper is a fee-only financial advisor at StrongBox Wealth in Lee'S Summit, Missouri, who holds the CFP credential. Charles focuses on retirement planning, family wealth transfer and small business owners. StrongBox Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Multi-generational families
- Ultra high net worth
Facts
| Firm | StrongBox Wealth |
|---|---|
| Based in | Lee'S Summit, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $562.4M across 1,698 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO, TX · CRD 2290910 |
| Exams passed | Series 63 (1993) · Series 66 (2010) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.strongboxwealth.com |
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Questions about Charles
Is Charles Cooper a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and StrongBox Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, StrongBox Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Cooper based?
Charles Cooper is based in Lee'S Summit, Missouri.
What does Charles specialize in?
Charles's specialties include retirement planning, family wealth transfer, small business owners and tax planning. Charles works with executives, multi-generational families and ultra high net worth.
What credentials does Charles Cooper hold?
Charles Cooper holds the CFP credential.
Is Charles Cooper registered with the SEC?
Yes. Charles Cooper is registered as an investment adviser representative in MO and TX (CRD 2290910), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does StrongBox Wealth manage?
StrongBox Wealth reports $562.4M across 1,698 accounts in assets under management.
How do I contact Charles Cooper?
Through Charles's website, www.strongboxwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- StrongBox Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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