Joshua Cochran
Cochran Wealth · Atlanta, Georgia
Joshua Cochran is a fee-only financial advisor at Cochran Wealth in Atlanta, Georgia, who holds the CFA credential. Joshua focuses on retirement planning. Cochran Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Cochran Wealth |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $14.0M across 47 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA · CRD 5493274 |
| Exams passed | Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.cochranwealth.com |
| Profile |
How Joshua's firm compares
- Cochran Wealth's average account is about $298,000, from its Form ADV (assets managed divided by 47 accounts).
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Questions about Joshua
Is Joshua Cochran a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Cochran Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Cochran Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joshua Cochran based?
Joshua Cochran is based in Atlanta, Georgia.
What does Joshua specialize in?
Joshua's specialties include retirement planning.
What credentials does Joshua Cochran hold?
Joshua Cochran holds the CFA credential.
Is Joshua Cochran registered with the SEC?
Yes. Joshua Cochran is registered as an investment adviser representative in GA (CRD 5493274), 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 Cochran Wealth manage?
Cochran Wealth reports $14.0M across 47 accounts in assets under management.
How do I contact Joshua Cochran?
Through Joshua's website, www.cochranwealth.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
- Cochran 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.
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