David Cooley
Covered Bridge Financial · Califon, New Jersey
David Cooley is a fee-only financial advisor at Covered Bridge Financial in Califon, New Jersey, who holds the ChFC credential. Covered Bridge Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Covered Bridge Financial |
|---|---|
| Based in | Califon, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $40.3M across 141 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in NJ, PA · CRD 3214745 |
| Exams passed | Series 63 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How David's firm compares
- Covered Bridge Financial's average account is about $286,000, from its Form ADV (assets managed divided by 141 accounts).
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Questions about David
Is David Cooley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Covered Bridge Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Covered Bridge Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Cooley based?
David Cooley is based in Califon, New Jersey.
What credentials does David Cooley hold?
David Cooley holds the ChFC credential.
Is David Cooley registered with the SEC?
Yes. David Cooley is registered as an investment adviser representative in NJ and PA (CRD 3214745), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Covered Bridge Financial manage?
Covered Bridge Financial reports $40.3M across 141 accounts in assets under management.
How do I contact David Cooley?
Contact details aren't on file yet. Search for Covered Bridge Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
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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