# Daniel Cook

> Daniel Cook is a fee-only financial advisor at Cook Financial Designs in Virginia Beach, Virginia, who holds the CFP credential. Cook Financial Designs reports charging fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-cook/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Cook Financial Designs
- **Based in:** Virginia Beach, Virginia
- **Fee model (firm's Form ADV):** Fixed fees
- **Assets under management (firm):** $172.4M across 567 accounts
- **Credentials:** CFP
- **CRD:** 4423756 (https://adviserinfo.sec.gov/individual/summary/4423756)
- **SEC registration:** Investment adviser representative in LA, NC, TX, VA
- **Exams passed:** Series 66 (2001)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Daniel Cook a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Cook Financial Designs 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, Cook Financial Designs, reports charging fixed fees on its SEC Form ADV.

### Where is Daniel Cook based?

Daniel Cook is based in Virginia Beach, Virginia.

### What credentials does Daniel Cook hold?

Daniel Cook holds the CFP credential.

### Is Daniel Cook registered with the SEC?

Yes. Daniel Cook is registered as an investment adviser representative in LA, NC, TX and VA (CRD 4423756), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cook Financial Designs manage?

Cook Financial Designs reports $172.4M across 567 accounts in assets under management.

### How do I contact Daniel Cook?

Contact details aren't on file yet. Search for Cook Financial Designs.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4423756): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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