Advisor at Baker Tilly Wealth Management, LLC
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Firm
Baker Tilly Wealth Management, LLC
Location
Nashville, TN 37228
Credentials
CFP®, Series 65
Industry experience
12 years
Cortney Cost is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Baker Tilly Wealth Management, LLC. She joined the firm following its acquisition of Kraft Asset Management, where she worked for eight years. Baker Tilly Wealth Management provides investment advisory, financial planning, and retirement plan consulting to a diverse client base including individuals, families, trusts, pension plans, and governmental entities. The firm manages approximately $4.6 billion in assets across 21 advisors and employs strategies driven by documented client objectives and risk tolerance, offering both discretionary and non-discretionary portfolio management.
Based on Baker Tilly Wealth Management, LLC
Based on Baker Tilly Wealth Management, LLC
Negotiated fixed fees for investment consulting and pension consulting services; pension consulting plans range from $500 to $130,000 depending on size and complexity
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.65% Over $10,000,000+: 0.55%
Hourly fees typically range from $250 to $725 per hour for investment consulting; $125 to $725 per hour for pension consulting; BTIS hourly rates from $110 to $525 per hour depending on role
Account minimum: $1,500 minimum fee for written financial plans and pension consulting services; no stated general minimum investment for portfolio or consulting clients Minimum fee: Minimum fee of $1,500 for written financial plans and pension consulting services
555 Great Circle Road
Nashville, TN 37228
Tennessee
Baker Tilly Advisory Group, LP
2025 - Present (1 year)
Baker Tilly Wealth Management, LLC
2025 - Present (1 year)
Kraft Asset Management
2021 - 2025 (4 years)
Kraft Asset Management
2017 - 2021 (4 years)
Kraft Asset Management
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Nashville, TN
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Series 66
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Series 65
Brentwood, TN
Quants Compete
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