Douglas Cobb
Cobb Financial · Lee, New Hampshire
Douglas Cobb is a fee-only financial advisor at Cobb Financial in Lee, New Hampshire, who holds the CFP credential. Cobb Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cobb Financial |
|---|---|
| Based in | Lee, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $8.2M across 18 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NH · CRD 4729745 |
| Exams passed | Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Douglas's firm compares
- Cobb Financial's average account is about $454,000, from its Form ADV (assets managed divided by 18 accounts).
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Questions about Douglas
Is Douglas Cobb a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Cobb Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Douglas charge for financial advice?
Douglas's firm, Cobb Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Douglas Cobb based?
Douglas Cobb is based in Lee, New Hampshire.
What credentials does Douglas Cobb hold?
Douglas Cobb holds the CFP credential.
Is Douglas Cobb registered with the SEC?
Yes. Douglas Cobb is registered as an investment adviser representative in NH (CRD 4729745), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cobb Financial manage?
Cobb Financial reports $8.2M across 18 accounts in assets under management.
How do I contact Douglas Cobb?
Contact details aren't on file yet. Search for Cobb Financial.
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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