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MCCARLEY & COOK FINANCIAL PLANNERS
6910 Miami Ave.
Cincinnati, Ohio 45243
Tel: 513-792-9990
About MCCARLEY & COOK FINANCIAL PLANNERS
MCCARLEY & COOK FINANCIAL PLANNERS, formally registered with the SEC as MCCARLEY & COOK FINANCIAL PLANNERS. The firm was established in 06/21/2022. They have over 1 offices throughout the country.
MCCARLEY & COOK FINANCIAL PLANNERS is a Cincinnati, Ohio based Financial Planning firm with nearly $121,305,062 assets under management, offering retirement planning & investment advisory services to 458 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310087 |
| SEC# | 801-125903 |
| Assets Managed by Firm | $121,305,062 |
| No. of Clients | 458 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 458 | $121,305,062 |
| Individuals (other than high net worth individuals) | 106 | $34,292,713 |
| High net worth individuals | 39 | $85,402,471 |
| Pension and profit sharing plans | 1 | $1,609,878 |
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