C
Cobb Planning Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,600,000
Clients
80
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
80
Very HighAverage account size
$20,000
About
The firm advises primarily individual clients, including some high‑net‑worth individuals, by arranging relationships with third‑party money managers rather than providing in‑house portfolio management; it may also provide initial consultations and written financial planning analyses. The firm reports no minimum account size for clients and does not participate in wrap‑fee programs.
Services are tailored through consultations that consider employment, retirement account values, cash reserves, risk tolerance and retirement timing, after which the firm assists in selecting an appropriate third‑party manager to implement the strategy. The firm describes a fundamental, conservative investment approach with low turnover and does not engage in frequent trading on clients’ behalf.
Distinctive features include an affiliation with insurance activities: the firm’s owner is a licensed insurance agent who sells insurance and certain annuity products for commissions and dedicates a portion of time to insurance sales, and the firm also receives compensation from recommended third‑party money managers. These business relationships and the receipt of insurance and referral compensation are disclosed as potential conflicts of interest; the firm also says it does not accept securities sales commissions and does not vote client proxies.
Client services
Portfolio management
Selection of other advisers
Expertise
General retirement planning
General tax planning
Wealth management
Fee options
up to 1% annual fee (0.25% quarterly) for all assets
Main office location
Cobb Planning Group
1206 N. Broadway
Santa Ana CA 92701, United States
Number of offices
1
Most active in
Cobb Planning Group has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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