Paul Cocozza
Cocozza Financial Planning · Arlington, Virginia
Paul Cocozza is a fee-only financial advisor at Cocozza Financial Planning in Arlington, Virginia, who holds the CFP credential. Cocozza Financial Planning reports charging hourly fees on its Form ADV.
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Facts
| Firm | Cocozza Financial Planning |
|---|---|
| Based in | Arlington, Virginia |
| Fee model (firm's Form ADV) | Hourly |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 2732496 |
| Exams passed | Series 63 (1996) · Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
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Questions about Paul
Is Paul Cocozza a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Cocozza Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, Cocozza Financial Planning, reports charging hourly fees on its SEC Form ADV.
Where is Paul Cocozza based?
Paul Cocozza is based in Arlington, Virginia.
What credentials does Paul Cocozza hold?
Paul Cocozza holds the CFP credential.
Is Paul Cocozza registered with the SEC?
Yes. Paul Cocozza is registered as an investment adviser representative in VA (CRD 2732496), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Paul Cocozza?
Contact details aren't on file yet. Search for Cocozza Financial Planning.
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
- 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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