Shayne Cooper
Fiduciary Financial Group · Rohnert Park, California
Shayne Cooper is a fee-only financial advisor at Fiduciary Financial Group in Rohnert Park, California. Shayne focuses on equity compensation, estate & legacy planning and tax planning. Fiduciary Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Executives
- Tech employees
- Founders
Facts
| Firm | Fiduciary Financial Group |
|---|---|
| Based in | Rohnert Park, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.12B across 1,607 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7219226 |
| Exams passed | Series 65 (2020) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.ffgwealth.com |
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Questions about Shayne
Is Shayne Cooper a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shayne holds no broker registration, and Fiduciary Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shayne charge for financial advice?
Shayne's firm, Fiduciary Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Shayne work with clients virtually?
Yes. Fiduciary Financial Group says on its website that it works with clients remotely.
Where is Shayne Cooper based?
Shayne Cooper is based in Rohnert Park, California.
What does Shayne specialize in?
Shayne's specialties include equity compensation, estate & legacy planning, tax planning and small business owners. Shayne works with retirees, executives, tech employees and founders.
Is Shayne Cooper registered with the SEC?
Yes. Shayne Cooper is registered as an investment adviser representative in CA (CRD 7219226), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fiduciary Financial Group manage?
Fiduciary Financial Group reports $1.12B across 1,607 accounts in assets under management.
How do I contact Shayne Cooper?
Through Shayne's website, www.ffgwealth.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
- Fiduciary Financial Group 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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