COX & COOK WEALTH ADVISORS

Overview

COX & Cook Wealth Advisors is an independent, privately owned registered investment adviser that serves individual and family clients. The firm charges fees based on a percentage of assets under management and combines traditional advisory services with insurance brokerage capabilities. Its advisory scope centers on financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm does not position itself as an ESG-focused allocator, does not operate as a multi‑state adviser, and is not set up as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives