Kevin Cooke
Roffman Miller Wealth Management · Philadelphia, Pennsylvania
Kevin Cooke is a fee-only financial advisor at Roffman Miller Wealth Management in Philadelphia, Pennsylvania, who holds the CFP credential. Kevin focuses on retirement planning and family wealth transfer. Roffman Miller Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Multi-generational families
Facts
| Firm | Roffman Miller Wealth Management |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $3.20B across 1,599 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 2479603 |
| Exams passed | Series 63 (2008) · Series 65 (2008) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.roffmanmiller.com |
How Kevin's firm compares
- Roffman Miller Wealth Management's average account is about $2.0 million, from its Form ADV (assets managed divided by 1,599 accounts).
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Questions about Kevin
Is Kevin Cooke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Roffman Miller Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Roffman Miller Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Kevin Cooke based?
Kevin Cooke is based in Philadelphia, Pennsylvania.
What does Kevin specialize in?
Kevin's specialties include retirement planning and family wealth transfer. Kevin works with pre-retirees, retirees and multi-generational families.
What credentials does Kevin Cooke hold?
Kevin Cooke holds the CFP credential.
Is Kevin Cooke registered with the SEC?
Yes. Kevin Cooke is registered as an investment adviser representative in PA (CRD 2479603), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Roffman Miller Wealth Management manage?
Roffman Miller Wealth Management reports $3.20B across 1,599 accounts in assets under management.
How do I contact Kevin Cooke?
Through Kevin's website, www.roffmanmiller.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
- Roffman Miller 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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