# Erika Wolek

> Erika Wolek is a fee-only financial advisor at Cohen Capital in Palm Beach Gardens, Florida, who holds the CFP credential. Cohen Capital reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/erika-wolek/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Cohen Capital
- **Based in:** Palm Beach Gardens, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.10B across 1,478 accounts
- **Credentials:** CFP
- **CRD:** 6464160 (https://adviserinfo.sec.gov/individual/summary/6464160)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 66 (2015)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://coheninvest.com

## Frequently asked questions

### Is Erika Wolek a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Erika holds no broker registration, and Cohen Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Erika charge for financial advice?

Erika's firm, Cohen Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Erika Wolek based?

Erika Wolek is based in Palm Beach Gardens, Florida.

### What credentials does Erika Wolek hold?

Erika Wolek holds the CFP credential.

### Is Erika Wolek registered with the SEC?

Yes. Erika Wolek is registered as an investment adviser representative in FL (CRD 6464160), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cohen Capital manage?

Cohen Capital reports $1.10B across 1,478 accounts in assets under management.

### How do I contact Erika Wolek?

Through Erika's website, coheninvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6464160): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.