Sean Cooney
Cooney Financial Advisors, Inc · Marlton, New Jersey
Sean Cooney is a fee-only financial advisor at Cooney Financial Advisors, Inc in Marlton, New Jersey, who holds the CFP credential. Cooney Financial Advisors, Inc reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cooney Financial Advisors, Inc |
|---|---|
| Based in | Marlton, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $44.2M across 64 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, NY, PA · CRD 5529233 |
| Exams passed | Series 65 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | cooneyadvisors.com |
| Profile |
How Sean's firm compares
- Cooney Financial Advisors, Inc's average account is about $691,000, from its Form ADV (assets managed divided by 64 accounts).
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Questions about Sean
Is Sean Cooney a fee-only financial advisor?
Yes. Sean Cooney is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sean's firm.
How does Sean charge for financial advice?
Sean's firm, Cooney Financial Advisors, Inc, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sean Cooney based?
Sean Cooney is based in Marlton, New Jersey.
What credentials does Sean Cooney hold?
Sean Cooney holds the CFP credential.
Is Sean Cooney registered with the SEC?
Yes. Sean Cooney is registered as an investment adviser representative in NJ, NY and PA (CRD 5529233), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Cooney Financial Advisors, Inc manage?
Cooney Financial Advisors, Inc reports $44.2M across 64 accounts in assets under management.
How do I contact Sean Cooney?
Through Sean's website, cooneyadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Marlton
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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