Thomas Cook
Advisor at Retire to Tellico
Updated today
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.
About
InvestmentNews recognized Thomas as one of the best wealth advisors under 40 in the USA. He is a CERTIFIED FINANCIAL PLANNER® and an Enrolled Agent for the IRS. He is also an adjunct lecturer in the Finance department at the Haslam College of Business at the University of Tennessee—Knoxville.
He is the director of pro bono financial planning on the Board of the Financial Planning Association of East Tennessee and a volunteer tax preparer through the IRS Volunteer Income Tax Assistance (VITA) program.
He served a Christian mission for two years in Colombia, South America, and is fluent in Spanish. He currently volunteers in his church's youth program.
In his free time, he enjoys an active lifestyle with his wife and two sons, playing strategy games and pickleball. He is a proud sponsor of the Tellico Village Pickleball Club.
Expertise
General retirement planning
Retirement income strategy
General tax planning
General estate planning guidance
Fee options
1%
$3,750
$3,000
I charge an upfront planning fee of $3,750 and then give the option of a 1% assets under management engagement or a $3,000/qtr advice-only relationship.
Work history
Retire To Tellico, LLC
2023 - Present (3 years)
Rather & Kittrell, Inc.
2022 - 2023 (1 year)
The Trust Company of Tennessee
2019 - 2022 (3 years)
LJCooper Wealth Advisors
2017 - 2019 (2 years)
Utah Valley University
2017 - 2019 (2 years)
Brigham Young University
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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