Joshua Cook
Cook Financial · Vernal, Utah
Joshua Cook is a fee-only financial advisor at Cook Financial in Vernal, Utah. Cook Financial reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Joshua →
Facts
| Firm | Cook Financial |
|---|---|
| Based in | Vernal, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $6.3M across 47 accounts |
| SEC registration | Investment adviser representative in UT · CRD 4277525 |
| Exams passed | Series 63 (2002) · Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | protect-us.mimecast.com/s/wb96co2mngsdogrqf1fcbh?domain=go.oncehub.com |
How Joshua's firm compares
- Cook Financial's average account is about $134,000, from its Form ADV (assets managed divided by 47 accounts).
Request an introduction to Joshua
Tell Joshua a little about what you're looking for. Joshua isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Joshua
Is Joshua Cook a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Cook Financial 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, Cook Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Joshua Cook based?
Joshua Cook is based in Vernal, Utah.
Is Joshua Cook registered with the SEC?
Yes. Joshua Cook is registered as an investment adviser representative in UT (CRD 4277525), 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 Cook Financial manage?
Cook Financial reports $6.3M across 47 accounts in assets under management.
How do I contact Joshua Cook?
Through Joshua's website, protect-us.mimecast.com/s/wb96co2mngsdogrqf1fcbh?domain=go.oncehub.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
- 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.
See something wrong? Request a correction. Read our methodology.