Daniel Cook
Cook Financial Designs · Virginia Beach, Virginia
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.
Request an introduction to Daniel →
Facts
| Firm | Cook Financial Designs |
|---|---|
| Based in | Virginia Beach, Virginia |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $172.4M across 567 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, NC, TX, VA · CRD 4423756 |
| Exams passed | Series 66 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Daniel's firm compares
- Cook Financial Designs's average account is about $304,000, from its Form ADV (assets managed divided by 567 accounts).
Request an introduction to Daniel
Tell Daniel a little about what you're looking for. Daniel 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 Daniel
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.
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.
See something wrong? Request a correction. Read our methodology.