Christopher Cook
McCarley & Cook · Cincinnati, Ohio
Christopher Cook is a fee-only financial advisor at McCarley & Cook in Cincinnati, Ohio, who holds the CFP credential. Christopher focuses on retirement planning, estate & legacy planning and tax planning. McCarley & Cook reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | McCarley & Cook |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $169.1M across 560 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 5714816 |
| Exams passed | Series 63 (2010) · Series 65 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.mccarleycook.com |
| Profile |
How Christopher's firm compares
- McCarley & Cook's average account is about $302,000, from its Form ADV (assets managed divided by 560 accounts).
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Questions about Christopher
Is Christopher Cook a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and McCarley & Cook reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, McCarley & Cook, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Christopher Cook based?
Christopher Cook is based in Cincinnati, Ohio.
What does Christopher specialize in?
Christopher's specialties include retirement planning, estate & legacy planning and tax planning. Christopher works with retirees and pre-retirees.
What credentials does Christopher Cook hold?
Christopher Cook holds the CFP credential.
Is Christopher Cook registered with the SEC?
Yes. Christopher Cook is registered as an investment adviser representative in OH and TX (CRD 5714816), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does McCarley & Cook manage?
McCarley & Cook reports $169.1M across 560 accounts in assets under management.
How do I contact Christopher Cook?
Through Christopher's website, www.mccarleycook.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
- McCarley & Cook 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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