Firm
Cool Creek Financial
Lancaster, Pennsylvania
Fee-only
Cool Creek Financial at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 105 individual clients, 11 of them high net worth.
- Its average account is about $165,000 (assets it manages divided by its 248 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Lancaster, Pennsylvania |
|---|---|
| Website | coolcreekfin.com |
| Phone | (717) 989-2935 |
Cool Creek Financial fees
Cool Creek 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 | $41 million |
| Individual clients | 94 |
| High-net-worth clients | 11 |
| Accounts managed | 248 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | July 20, 2026 |
| SEC record | CRD 323167 |