Sean Cooper
Fit Financial Consulting · Morton, Washington
Sean Cooper is a fee-only financial advisor at Fit Financial Consulting in Morton, Washington, who holds the CFP and CFA credentials. Sean charges a percentage of assets and hourly fees ($200 an hour and 0.33%–1.35% a year of assets managed) and focuses on retirement planning.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Fit Financial Consulting |
|---|---|
| Based in | Morton, Washington |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | $200 an hour · 0.33%–1.35% a year of assets managed · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $6.8M across 87 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CO, WA · CRD 5176131 |
| Exams passed | Series 63 (2008) · Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.fitfinancialconsulting.com |
| Profile |
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Questions about Sean
Is Sean Cooper a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and Fit Financial Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sean charge for financial advice?
Sean charges a percentage of assets and hourly fees.
How much does Sean charge?
According to Fit Financial Consulting's website, checked October 30, 2026: $200 an hour; 0.33%–1.35% a year of assets managed; no asset minimum.
Where is Sean Cooper based?
Sean Cooper is based in Morton, Washington.
What does Sean specialize in?
Sean's specialties include retirement planning. Sean works with physicians.
What credentials does Sean Cooper hold?
Sean Cooper holds the CFP and CFA credentials.
Is Sean Cooper registered with the SEC?
Yes. Sean Cooper is registered as an investment adviser representative in CO and WA (CRD 5176131), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fit Financial Consulting manage?
Fit Financial Consulting reports $6.8M across 87 accounts in assets under management.
How do I contact Sean Cooper?
Through Sean's website, www.fitfinancialconsulting.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
- Fit Financial Consulting 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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