Matthew Cookson
Cookson Financial · Excelsior, Minnesota
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.
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Specialties
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 | $47.7M across 70 accounts |
| SEC registration | Investment adviser representative in MN · CRD 2377820 |
| Exams passed | Series 63 (1993) · Series 65 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.cooksonfinancial.com |
| Profile |
How Matthew's firm compares
- Cookson Financial's average account is about $681,000, from its Form ADV (assets managed divided by 70 accounts).
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Questions about Matthew
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.
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
- Cookson Financial 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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