Steven Maher
Cool Creek Financial · Lancaster, Pennsylvania
Steven Maher is a fee-only financial advisor at Cool Creek Financial in Lancaster, Pennsylvania. Steven focuses on retirement planning. Cool Creek Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Cool Creek Financial |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $40.8M across 248 accounts |
| SEC registration | Investment adviser representative in FL, PA, SC, TX · CRD 6094987 |
| Exams passed | Series 63 (2013) · Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.coolcreekfin.com |
| Profile |
How Steven's firm compares
- Cool Creek Financial's average account is about $165,000, from its Form ADV (assets managed divided by 248 accounts).
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Questions about Steven
Is Steven Maher a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Cool Creek Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Cool Creek Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Steven Maher based?
Steven Maher is based in Lancaster, Pennsylvania.
What does Steven specialize in?
Steven's specialties include retirement planning.
Is Steven Maher registered with the SEC?
Yes. Steven Maher is registered as an investment adviser representative in FL, PA, SC and TX (CRD 6094987), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cool Creek Financial manage?
Cool Creek Financial reports $40.8M across 248 accounts in assets under management.
How do I contact Steven Maher?
Through Steven's website, www.coolcreekfin.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
- Cool Creek Financial 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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