# Matthew Cookson

> Matthew Cookson is a fee-only financial advisor at Cookson Financial in Excelsior, Minnesota. Matthew charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement with concentrated positions.

Page: https://find.wellspent.co/advisors/matthew-cookson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Cookson Financial
- **Based in:** Excelsior, Minnesota
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $47.7M across 70 accounts
- **Specialties:** Retirement with concentrated positions
- **CRD:** 2377820 (https://adviserinfo.sec.gov/individual/summary/2377820)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 63 (1993), Series 65 (2002)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.cooksonfinancial.com

## Frequently asked questions

### Is Matthew Cookson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Cookson Financial 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 Cookson Financial's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is Matthew Cookson based?

Matthew Cookson is based in Excelsior, Minnesota.

### What does Matthew specialize in?

Matthew's specialties include retirement with concentrated positions.

### Is Matthew Cookson registered with the SEC?

Yes. Matthew Cookson is registered as an investment adviser representative in MN (CRD 2377820), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cookson Financial manage?

Cookson Financial reports $47.7M across 70 accounts in assets under management.

### How do I contact Matthew Cookson?

Through Matthew's website, www.cooksonfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2377820): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://cooksonfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.