Firm
Cooney Financial Advisors, Inc
Marlton, New Jersey
Fee-only
Cooney Financial Advisors, Inc at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 26 individual clients, 1 of them high net worth.
- Its average account is about $691,000 (assets it manages divided by its 64 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Marlton, New Jersey |
|---|---|
| Website | cooneyadvisors.com |
| [email protected] | |
| Phone | (518) 314-1995 |
Cooney Financial Advisors, Inc fees
Cooney Financial Advisors, Inc 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 | $44 million |
| Individual clients | 25 |
| High-net-worth clients | 1 |
| Accounts managed | 64 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 123075 |
Advisors at this firm (2)
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