Duke Cope
Cope Private Wealth · Birmingham, Alabama
Duke Cope is a fee-only financial advisor at Cope Private Wealth in Birmingham, Alabama, who holds the CFP credential. Duke focuses on retirement planning, tax planning and estate & legacy planning. Cope Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Duke →
Specialties
Facts
| Firm | Cope Private Wealth |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Accepting new clients | Yes |
| Assets under management | $88M across 300 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, TX · CRD 1643007 |
| Exams passed | Series 63 (1987) · Series 65 (1992) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.copepw.com |
How Duke's firm compares
- Cope Private Wealth's average account is about $293,000, from its Form ADV (assets managed divided by 300 accounts).
Request an introduction to Duke
Tell Duke a little about what you're looking for. Duke 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 Duke
Is Duke Cope a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Duke holds no broker registration, and Cope Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Duke charge for financial advice?
Duke's firm, Cope Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Duke charge?
According to Cope Private Wealth's website, checked October 30, 2026: typically works with clients with $500,000 or more.
Where is Duke Cope based?
Duke Cope is based in Birmingham, Alabama.
What does Duke specialize in?
Duke's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Duke Cope hold?
Duke Cope holds the CFP credential.
Is Duke Cope registered with the SEC?
Yes. Duke Cope is registered as an investment adviser representative in AL and TX (CRD 1643007), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Cope Private Wealth manage?
Cope Private Wealth reports $88M across 300 accounts in assets under management.
How do I contact Duke Cope?
Through Duke's website, www.copepw.com.
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
- Cope Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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.