# Jeffrey Starkey

> Jeffrey Starkey is a fee-only financial advisor at Kooman & Associates in Altoona, Pennsylvania, who holds the CFP credential. Jeffrey focuses on retirement planning, estate & legacy planning and tax planning. Kooman & Associates reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-starkey/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Kooman & Associates
- **Based in:** Altoona, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $555.6M across 1,596 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **CRD:** 6323982 (https://adviserinfo.sec.gov/individual/summary/6323982)
- **SEC registration:** Investment adviser representative in PA, SC, TX
- **Exams passed:** Series 66 (2014)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.kooman.com/

## Frequently asked questions

### Is Jeffrey Starkey a fee-only financial advisor?

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

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Kooman & Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jeffrey Starkey based?

Jeffrey Starkey is based in Altoona, Pennsylvania.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer.

### What credentials does Jeffrey Starkey hold?

Jeffrey Starkey holds the CFP credential.

### Is Jeffrey Starkey registered with the SEC?

Yes. Jeffrey Starkey is registered as an investment adviser representative in PA, SC and TX (CRD 6323982), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kooman & Associates manage?

Kooman & Associates reports $555.6M across 1,596 accounts in assets under management.

### How do I contact Jeffrey Starkey?

Through Jeffrey's website, www.kooman.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6323982): 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
- The firm's website (https://www.kooman.com/): specialties, clients served, and fees, checked October 30, 2026

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