Matthew Cochran
Atlantic Edge Wealth · Jacksonville, Florida
Matthew Cochran is a fee-only financial advisor at Atlantic Edge Wealth in Jacksonville, Florida, who holds the CFA credential. Matthew charges a percentage of assets (a $500,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Atlantic Edge Wealth |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $500,000 asset minimum |
| Assets under management | $604.3M across 907 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL · CRD 5007977 |
| Exams passed | Series 66 (2005) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.atlanticedgewealth.com |
| Profile |
How Matthew's firm compares
- Atlantic Edge Wealth's average account is about $666,000, from its Form ADV (assets managed divided by 907 accounts).
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Questions about Matthew
Is Matthew Cochran a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Atlantic Edge Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew charges a percentage of assets.
How much does Matthew charge?
According to Atlantic Edge Wealth's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Matthew Cochran based?
Matthew Cochran is based in Jacksonville, Florida.
What does Matthew specialize in?
Matthew's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Matthew Cochran hold?
Matthew Cochran holds the CFA credential.
Is Matthew Cochran registered with the SEC?
Yes. Matthew Cochran is registered as an investment adviser representative in FL (CRD 5007977), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Atlantic Edge Wealth manage?
Atlantic Edge Wealth reports $604.3M across 907 accounts in assets under management.
How do I contact Matthew Cochran?
Through Matthew's website, www.atlanticedgewealth.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
- Atlantic Edge Wealth 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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