Drew Cook
Level Wealth Management · Charlotte, North Carolina
Drew Cook is a fee-only financial advisor at Level Wealth Management in Charlotte, North Carolina, who holds the CFP credential. Drew charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $12,000 a year) and focuses on flat-fee planning, retirement planning and tax planning.
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Specialties
Facts
| Firm | Level Wealth Management |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $12,000 a year |
| Works virtually | Yes |
| Assets under management | $236.5M across 432 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 6348762 |
| Exams passed | Series 63 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | levelwm.com |
| Profile |
How Drew's firm compares
- Ongoing planning starts at $12,000 a year, above the North Carolina median of $4,500 for fee-only firms that publish prices.
- Level Wealth Management's average account is about $548,000, from its Form ADV (assets managed divided by 432 accounts).
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Questions about Drew
Is Drew Cook a fee-only financial advisor?
Yes. Drew Cook is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Drew's firm.
How does Drew charge for financial advice?
Drew charges a flat fee or retainer and an ongoing planning fee.
How much does Drew charge?
According to Level Wealth Management's website, checked October 28, 2026: ongoing planning from $12,000 a year.
Does Drew work with clients virtually?
Yes. Level Wealth Management says on its website that it works with clients remotely.
Where is Drew Cook based?
Drew Cook is based in Charlotte, North Carolina.
What does Drew specialize in?
Drew's specialties include flat-fee planning, retirement planning and tax planning.
What credentials does Drew Cook hold?
Drew Cook holds the CFP credential.
Is Drew Cook registered with the SEC?
Yes. Drew Cook is registered as an investment adviser representative in NC (CRD 6348762), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Level Wealth Management manage?
Level Wealth Management reports $236.5M across 432 accounts in assets under management.
How do I contact Drew Cook?
Through Drew's website, levelwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Level Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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