Marguerite Cook
Rothschild Capital Partners · Hollywood, Florida
Marguerite Cook is a fee-only financial advisor at Rothschild Capital Partners in Hollywood, Florida, who holds the CFP credential. Marguerite focuses on divorce financial planning, retirement planning and founders (pre-exit). Rothschild Capital Partners reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Divorced individuals
- Multi-generational families
Facts
| Firm | Rothschild Capital Partners |
|---|---|
| Based in | Hollywood, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $469.7M across 93 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DC, FL, IL, MD, NJ, NY, VA · CRD 6719213 |
| Exams passed | Series 65 (2015) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.rothcap.com |
| Profile |
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Questions about Marguerite
Is Marguerite Cook a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marguerite holds no broker registration, and Rothschild Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marguerite charge for financial advice?
Marguerite's firm, Rothschild Capital Partners, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Marguerite Cook based?
Marguerite Cook is based in Hollywood, Florida.
What does Marguerite specialize in?
Marguerite's specialties include divorce financial planning, retirement planning, founders (pre-exit) and family wealth transfer. Marguerite works with divorced individuals and multi-generational families.
What credentials does Marguerite Cook hold?
Marguerite Cook holds the CFP credential.
Is Marguerite Cook registered with the SEC?
Yes. Marguerite Cook is registered as an investment adviser representative in DC, FL, IL, MD, NJ, NY and VA (CRD 6719213), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rothschild Capital Partners manage?
Rothschild Capital Partners reports $469.7M across 93 accounts in assets under management.
How do I contact Marguerite Cook?
Through Marguerite's website, www.rothcap.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
- Rothschild Capital Partners 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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