Robert Cope
Cope Private Wealth · Birmingham, Alabama
Robert Cope is a fee-only financial advisor at Cope Private Wealth in Birmingham, Alabama, who holds the CFP credential. Robert focuses on retirement planning, tax planning and estate & legacy planning. Cope Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Cope Private Wealth |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Accepting new clients | Yes |
| Assets under management | $88M across 300 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL · CRD 6651051 |
| Exams passed | Series 66 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.copepw.com |
| Profile |
How Robert's firm compares
- Cope Private Wealth's average account is about $293,000, from its Form ADV (assets managed divided by 300 accounts).
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Questions about Robert
Is Robert Cope a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Cope Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Cope Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Robert charge?
According to Cope Private Wealth's website, checked October 30, 2026: typically works with clients with $500,000 or more.
Where is Robert Cope based?
Robert Cope is based in Birmingham, Alabama.
What does Robert specialize in?
Robert's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Robert Cope hold?
Robert Cope holds the CFP credential.
Is Robert Cope registered with the SEC?
Yes. Robert Cope is registered as an investment adviser representative in AL (CRD 6651051), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cope Private Wealth manage?
Cope Private Wealth reports $88M across 300 accounts in assets under management.
How do I contact Robert Cope?
Through Robert's website, www.copepw.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
- Cope Private 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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