# Cooper Smith

> Cooper Smith is a fee-only financial advisor at Carnegie Investment Counsel in Stamford, Connecticut, who holds the CFP credential. Carnegie Investment Counsel reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/cooper-smith/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Carnegie Investment Counsel
- **Based in:** Stamford, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $7.51B across 8,541 accounts
- **Credentials:** CFP
- **Firm size:** 69 employees
- **Website:** https://carnegieinvest.com

## Frequently asked questions

### Is Cooper Smith a fee-only financial advisor?

Yes. Cooper Smith is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Cooper charge for financial advice?

Cooper's firm, Carnegie Investment Counsel, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Cooper Smith based?

Cooper Smith is based in Stamford, Connecticut.

### What credentials does Cooper Smith hold?

Cooper Smith holds the CFP credential.

### How much does Carnegie Investment Counsel manage?

Carnegie Investment Counsel reports $7.51B across 8,541 accounts in assets under management.

### How do I contact Cooper Smith?

Through Cooper's website, carnegieinvest.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/2639): 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
- The firm's website (https://www.carnegieinvest.com/): specialties, clients served, and fees, checked October 28, 2026

---

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