# Rebeca Cotton

> Rebeca Cotton is a fee-only financial advisor at Taconic Advisors in Saugerties, New York, who holds the CFP and ChFC credentials. Taconic Advisors reports charging fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/rebeca-cotton/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Taconic Advisors
- **Based in:** Saugerties, New York
- **Fee model (firm's Form ADV):** Fixed fees
- **Assets under management (firm):** $246.3M across 598 accounts
- **Credentials:** CFP, ChFC
- **CRD:** 7909949 (https://adviserinfo.sec.gov/individual/summary/7909949)
- **SEC registration:** Investment adviser representative in NY, TX
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.taconicadvisors.com

## Frequently asked questions

### Is Rebeca Cotton a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Rebeca holds no broker registration, and Taconic Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Rebeca charge for financial advice?

Rebeca's firm, Taconic Advisors, reports charging fixed fees on its SEC Form ADV.

### Where is Rebeca Cotton based?

Rebeca Cotton is based in Saugerties, New York.

### What credentials does Rebeca Cotton hold?

Rebeca Cotton holds the CFP and ChFC credentials.

### Is Rebeca Cotton registered with the SEC?

Yes. Rebeca Cotton is registered as an investment adviser representative in NY and TX (CRD 7909949), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Taconic Advisors manage?

Taconic Advisors reports $246.3M across 598 accounts in assets under management.

### How do I contact Rebeca Cotton?

Through Rebeca's website, www.taconicadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7909949): 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

---

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