# Charlie Cook

> Charlie Cook is a fee-only financial advisor at Coriander Financial Group LLC in Ann Arbor, Michigan, who holds the CDFA, CFP and CPA credentials. Coriander Financial Group LLC reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/charlie-cook/
Built from public directory listings; last checked October 27, 2026.

## Facts

- **Firm:** Coriander Financial Group LLC
- **Based in:** Ann Arbor, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $63.5M across 44 accounts
- **Credentials:** CDFA, CFP, CPA
- **CRD:** 5370514 (https://adviserinfo.sec.gov/individual/summary/5370514)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 65 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Charlie Cook a fee-only financial advisor?

Yes. Charlie Cook is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Charlie's firm.

### How does Charlie Cook charge for financial advice?

Charlie's firm, Coriander Financial Group LLC, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Charlie Cook based?

Charlie Cook is based in Ann Arbor, Michigan.

### What credentials does Charlie Cook hold?

Charlie Cook holds the CDFA, CFP and CPA credentials.

### Is Charlie Cook registered with the SEC?

Yes. Charlie Cook is registered as an investment adviser representative in MI (CRD 5370514), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Coriander Financial Group LLC manage?

Coriander Financial Group LLC reports $63.5M across 44 accounts in assets under management.

### How do I contact Charlie Cook?

Contact details aren't on file yet. Search for Coriander Financial Group LLC.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/53019): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.