Ian Cobb
Fluent Financial · Dallas, Texas
Ian Cobb is a fee-only financial advisor at Fluent Financial in Dallas, Texas. Ian focuses on retirement planning, small business owners and estate & legacy planning. Fluent Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Fluent Financial |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $329.7M across 1,030 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7303209 |
| Exams passed | Series 63 (2021) · Series 66 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.fluentfinancial.com |
| Profile |
How Ian's firm compares
- Fluent Financial's average account is about $320,000, from its Form ADV (assets managed divided by 1,030 accounts).
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Questions about Ian
Is Ian Cobb a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ian holds no broker registration, and Fluent Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ian charge for financial advice?
Ian's firm, Fluent Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ian Cobb based?
Ian Cobb is based in Dallas, Texas.
What does Ian specialize in?
Ian's specialties include retirement planning, small business owners and estate & legacy planning. Ian works with founders.
Is Ian Cobb registered with the SEC?
Yes. Ian Cobb is registered as an investment adviser representative in TX (CRD 7303209), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fluent Financial manage?
Fluent Financial reports $329.7M across 1,030 accounts in assets under management.
How do I contact Ian Cobb?
Through Ian's website, www.fluentfinancial.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
- Fluent Financial 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.
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