Firm
Cooper Eagle
King Of Prussia, Pennsylvania
Fee-only
Cooper Eagle at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 8 employees and 179 individual clients, 13 of them high net worth.
- Its average account is about $125,000 (assets it manages divided by its 370 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | King Of Prussia, Pennsylvania |
|---|---|
| Website | coopereagle.com |
| [email protected] | |
| Phone | (484) 519-2667 |
Cooper Eagle fees
Cooper Eagle 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 |
|---|---|
| Assets managed | $46 million |
| Individual clients | 166 |
| High-net-worth clients | 13 |
| Accounts managed | 370 |
| Employees | 8 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | June 15, 2026 |
| SEC record | CRD 314675 |