Craig Cook
Advisor at Wealth Design Consulting, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Wealth Design Consulting, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wealth Design Consulting, LLC
Location
Laramie, WY 82070
Credentials
Series 65
Industry experience
10 years
Craig Cook is a financial advisor at Wealth Design Consulting, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Cook and Associates, P.C. and Wealth Design Consulting since 2011. Outside of his advisory work, he has served in the Wyoming Air National Guard since 2007. Wealth Design Consulting serves individual and high-net-worth clients by providing discretionary portfolio management and consulting on tax planning, retirement income, and estate and business succession planning. The firm integrates legal and financial planning through its affiliation with a law practice, supporting a coordinated approach to client needs.
Based on Wealth Design Consulting, LLC
$0 - $500,000: 1.10% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.90% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Up to $250 per hour for general consulting services, negotiable
Account minimum: $100,000 Fee-only: Hourly consulting fee up to $250 per hour, negotiable
505 S. 3 Rd Street, Suite 200
Laramie, WY 82070
Colorado · Wyoming
Cook and Associates, PC
2021 - Present (5 years)
Wealth Design Consulting, LLC
2014 - Present (12 years)
Cook and Associates, PC
2011 - 2021 (10 years)
Wyoming Air National Guard
2007 - Present (19 years)
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Lawyer
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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