Thomas Cooney
Cooney Financial Advisors · Marlton, New Jersey
Thomas Cooney is a fee-only financial advisor at Cooney Financial Advisors in Marlton, New Jersey, who holds the CFP credential. Cooney Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cooney Financial Advisors |
|---|---|
| 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 1403051 |
| Exams passed | Series 63 (1985) · Series 65 (1990) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.cooneyadvisors.com |
How Thomas's firm compares
- Cooney Financial Advisors's average account is about $691,000, from its Form ADV (assets managed divided by 64 accounts).
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Questions about Thomas
Is Thomas Cooney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Cooney Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Cooney Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Cooney based?
Thomas Cooney is based in Marlton, New Jersey.
What credentials does Thomas Cooney hold?
Thomas Cooney holds the CFP credential.
Is Thomas Cooney registered with the SEC?
Yes. Thomas Cooney is registered as an investment adviser representative in NJ, NY and PA (CRD 1403051), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cooney Financial Advisors manage?
Cooney Financial Advisors reports $44.2M across 64 accounts in assets under management.
How do I contact Thomas Cooney?
Through Thomas's website, www.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
- 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
- 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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