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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