Cocozza Financial Planning, LTD.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
25
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$0
About
Cocozza Financial Planning is an independent, solo financial planning firm that provides tailored comprehensive financial plans and limited-area hourly consultations to individual clients. Plans typically cover balance sheet analysis, cash flow, income taxes, investments, insurance, retirement, and estate planning, and are delivered in writing with implementation left to the client.
The firm’s investment guidance is non-discretionary and built around an asset-allocation framework informed by a Risk/Return Questionnaire and client factors such as age and reliance on the portfolio. Recommendations emphasize market-based exposure — primarily index funds with supplemental active managers — and avoid strategies like short sales, option writing, margin, or other trading techniques; the client ultimately selects specific securities.
Noteworthy for an independent advisor, Cocozza does not provide portfolio management or accept percentage-of-assets fees, instead operating on project- and hourly-based planning engagements. The practice devotes essentially all of its time to financial planning, maintains no brokerage or product affiliations, does not accept referral compensation, and has adopted a fiduciary Code of Ethics consistent with NAPFA standards.
Client services
Expertise
Fee options
$220 per hour
Minimum fee: Minimum charge of $3,520 for Comprehensive Financial Planning Fee-only: Hourly rate of $220/hr for Comprehensive Financial Planning and hourly consultations
Main office location
Cocozza Financial Planning, LTD.
Falls Church VA, United States
Number of offices
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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