Cobb Planning Group

Overview

Cobb Planning Group is a sole-proprietorship advisory practice that serves individual and family clients, with an owner-operated structure and an insurance brokerage function alongside advisory services. The firm provides portfolio management for individuals and small businesses and offers selection-of-other-advisers services, indicating it both manages assets directly and facilitates access to third‑party managers or solutions. Its fee arrangements are flexible, including a percentage-of-AUM component as well as hourly and fixed-fee options. The adviser is not positioned as an ESG investor and, according to the available data, does not operate as a multi-state advisory platform. The firm identifies as a capital allocator, but its regulatory and institutional classifications are minimal in the public snapshot.

Assets & Accounts

Investments & Alternatives

Location & Offices