Lisa Cooper
Figure 8 Investment Strategies · Boise, Idaho
Lisa Cooper is a fee-only financial advisor at Figure 8 Investment Strategies in Boise, Idaho, who holds the CFP and CFA credentials. Lisa focuses on sustainable & impact investing. Figure 8 Investment Strategies reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Figure 8 Investment Strategies |
|---|---|
| Based in | Boise, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $233.4M across 391 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, ID, OR, TX · CRD 2407967 |
| Exams passed | Series 63 (1994) · Series 65 (1994) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | figure8investing.com |
| Profile |
How Lisa's firm compares
- Figure 8 Investment Strategies's average account is about $597,000, from its Form ADV (assets managed divided by 391 accounts).
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Questions about Lisa
Is Lisa Cooper a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa holds no broker registration, and Figure 8 Investment Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lisa charge for financial advice?
Lisa's firm, Figure 8 Investment Strategies, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lisa Cooper based?
Lisa Cooper is based in Boise, Idaho.
What does Lisa specialize in?
Lisa's specialties include sustainable & impact investing.
What credentials does Lisa Cooper hold?
Lisa Cooper holds the CFP and CFA credentials.
Is Lisa Cooper registered with the SEC?
Yes. Lisa Cooper is registered as an investment adviser representative in CA, ID, OR and TX (CRD 2407967), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Figure 8 Investment Strategies manage?
Figure 8 Investment Strategies reports $233.4M across 391 accounts in assets under management.
How do I contact Lisa Cooper?
Through Lisa's website, figure8investing.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
- Figure 8 Investment Strategies 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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