Cooper Smith
Carnegie Investment Counsel · Stamford, Connecticut
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.
Request an introduction to Cooper →
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 |
| Assets under management | $7.51B across 8,541 accounts |
| Credentials | CFP |
| Firm size | 69 employees |
| Website | carnegieinvest.com |
| Profile |
How Cooper's firm compares
- Carnegie Investment Counsel's average account is about $880,000, from its Form ADV (assets managed divided by 8,541 accounts).
Request an introduction to Cooper
Tell Cooper a little about what you're looking for. Cooper isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Cooper
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Carnegie Investment Counsel website : specialties, clients served, and fees, checked October 28, 2026
- 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.
See something wrong? Request a correction. Read our methodology.