Tristan Cox
Wealth Span Capital Management · Northfield, Minnesota
Tristan Cox is a fee-only financial advisor at Wealth Span Capital Management in Northfield, Minnesota, who holds the CFP credential. Tristan charges a flat fee or retainer and focuses on retirement planning, tax planning and estate & legacy planning.
Request an introduction to Tristan →
Specialties
Who they serve
- Executives
Facts
| Firm | Wealth Span Capital Management |
|---|---|
| Based in | Northfield, Minnesota |
| Fee model | Flat fee or retainer |
| Assets under management | $36.9M across 98 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 6266881 |
| Exams passed | Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wealthspancapital.com |
| Profile |
Request an introduction to Tristan
Tell Tristan a little about what you're looking for. Tristan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Tristan
Is Tristan Cox a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tristan holds no broker registration, and Wealth Span Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tristan charge for financial advice?
Tristan charges a flat fee or retainer.
Where is Tristan Cox based?
Tristan Cox is based in Northfield, Minnesota.
What does Tristan specialize in?
Tristan's specialties include retirement planning, tax planning, estate & legacy planning and equity compensation. Tristan works with executives.
What credentials does Tristan Cox hold?
Tristan Cox holds the CFP credential.
Is Tristan Cox registered with the SEC?
Yes. Tristan Cox is registered as an investment adviser representative in MN (CRD 6266881), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Span Capital Management manage?
Wealth Span Capital Management reports $36.9M across 98 accounts in assets under management.
How do I contact Tristan Cox?
Through Tristan's website, www.wealthspancapital.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
- Wealth Span Capital Management 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.
See something wrong? Request a correction. Read our methodology.