Katy Cook
Abacus Financial Planning · Kirkland, Washington
Katy Cook is a fee-only financial advisor at Abacus Financial Planning in Kirkland, Washington, who holds the CFP and PhD credentials. Katy focuses on retirement planning and divorce financial planning. Abacus Financial Planning reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Divorced individuals
- High earners
- Mid-life transitions
Facts
| Firm | Abacus Financial Planning |
|---|---|
| Based in | Kirkland, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $6.0M across 21 accounts |
| Credentials | CFP · PhD |
| SEC registration | Investment adviser representative in LA, WA · CRD 7368951 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | abacusfinancialplanning.com |
| Profile |
How Katy's firm compares
- Abacus Financial Planning's average account is about $286,000, from its Form ADV (assets managed divided by 21 accounts).
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Questions about Katy
Is Katy Cook a fee-only financial advisor?
Yes. Katy Cook is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Katy's firm.
How does Katy charge for financial advice?
Katy's firm, Abacus Financial Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does Katy charge?
According to Abacus Financial Planning's website, checked October 28, 2026: no asset minimum.
Where is Katy Cook based?
Katy Cook is based in Kirkland, Washington.
What does Katy specialize in?
Katy's specialties include retirement planning and divorce financial planning. Katy works with retirees, divorced individuals, high earners and mid-life transitions.
What credentials does Katy Cook hold?
Katy Cook holds the CFP and PhD credentials.
Is Katy Cook registered with the SEC?
Yes. Katy Cook is registered as an investment adviser representative in LA and WA (CRD 7368951), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Abacus Financial Planning manage?
Abacus Financial Planning reports $6.0M across 21 accounts in assets under management.
How do I contact Katy Cook?
Through Katy's website, abacusfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Abacus Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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