John Cosgrove
Kingsman Wealth Management · Ooltewah, Tennessee
John Cosgrove is a fee-only financial advisor at Kingsman Wealth Management in Ooltewah, Tennessee. John focuses on retirement planning and tax planning. Kingsman Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Kingsman Wealth Management |
|---|---|
| Based in | Ooltewah, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $235.0M across 219 accounts |
| SEC registration | Investment adviser representative in FL, TN · CRD 1659111 |
| Exams passed | Series 63 (1987) · Series 65 (1994) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | kingsmanwealth.com |
How John's firm compares
- Kingsman Wealth Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 219 accounts).
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Questions about John
Is John Cosgrove a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Kingsman Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Kingsman Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Does John work with clients virtually?
Yes. Kingsman Wealth Management says on its website that it works with clients remotely.
Where is John Cosgrove based?
John Cosgrove is based in Ooltewah, Tennessee.
What does John specialize in?
John's specialties include retirement planning and tax planning.
Is John Cosgrove registered with the SEC?
Yes. John Cosgrove is registered as an investment adviser representative in FL and TN (CRD 1659111), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kingsman Wealth Management manage?
Kingsman Wealth Management reports $235.0M across 219 accounts in assets under management.
How do I contact John Cosgrove?
Through John's website, kingsmanwealth.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
- Kingsman Wealth Management 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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