Firm
Cobb Financial
Lee, New Hampshire
Fee-only
Cobb Financial at a glance
- One of 74 fee-only firms based in New Hampshire in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 18 individual clients.
- Its average account is about $454,000 (assets it manages divided by its 18 accounts).
Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire
Facts
| Based in | Lee, New Hampshire |
|---|---|
| Phone | (603) 292-5264 |
Cobb Financial fees
Cobb Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 18 |
| Accounts managed | 18 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 28, 2026 |
| SEC record | CRD 129437 |