Firm
Cookson Financial
Excelsior, Minnesota
Fee-only
Cookson Financial at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 47 individual clients, 17 of them high net worth.
- Its average account is about $681,000 (assets it manages divided by its 70 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Excelsior, Minnesota |
|---|---|
| Website | cooksonfinancial.com |
| Phone | (952) 401-7697 |
Cookson Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Our fees start at a 1% annual fee on assets under management, usually deducted quarterly from your account." source
"Our fees start at a 1% annual fee on assets under management, usually deducted quarterly from your account." source
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 |
|---|---|
| Assets managed | $48 million |
| Individual clients | 30 |
| High-net-worth clients | 17 |
| Accounts managed | 70 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 18, 2026 |
| SEC record | CRD 142407 |