Charlie Cook
Coriander Financial Group LLC · Ann Arbor, Michigan
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.
- $63M
- Firm assets managed
- $1M
- Firm's average account
- 2014
- First securities exam
How does Charlie's firm compare?
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Coriander Financial Group LLC's average account is about $1.4 million, from its Form ADV (assets managed divided by 44 accounts).
Questions about Charlie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Coriander Financial Group LLC |
|---|---|
| Based in | Ann Arbor, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $63.5M across 44 accounts |
| Credentials | CDFA · CFP · CPA |
| SEC registration | Investment adviser representative in MI · CRD 5370514 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
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Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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