Daniel Cohen
Cohen Investment Advisors · Bedford, New Hampshire
Daniel Cohen is a fee-only financial advisor at Cohen Investment Advisors in Bedford, New Hampshire, who holds the CFP credential. Cohen Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Cohen Investment Advisors |
|---|---|
| Based in | Bedford, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $259.3M across 919 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MA, NH, TX · CRD 2414071 |
| Exams passed | Series 63 (1994) · Series 65 (1994) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.investwithcohen.com |
| Profile |
How Daniel's firm compares
- Cohen Investment Advisors's average account is about $282,000, from its Form ADV (assets managed divided by 919 accounts).
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Questions about Daniel
Is Daniel Cohen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Cohen Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Cohen Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Daniel Cohen based?
Daniel Cohen is based in Bedford, New Hampshire.
What credentials does Daniel Cohen hold?
Daniel Cohen holds the CFP credential.
Is Daniel Cohen registered with the SEC?
Yes. Daniel Cohen is registered as an investment adviser representative in FL, MA, NH and TX (CRD 2414071), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cohen Investment Advisors manage?
Cohen Investment Advisors reports $259.3M across 919 accounts in assets under management.
How do I contact Daniel Cohen?
Through Daniel's website, www.investwithcohen.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
- 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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