A complete list of active advisors currently associated with Cooper Norman Wealth, LLC

Warmer can help you find a great advisor at Cooper Norman Wealth, LLC or one who fits your needs even better.

Cooper Norman Wealth, LLC is a recently formed registered investment adviser that provides discretionary and non‑discretionary investment management, financial planning and consulting, and retirement plan services (including serving as a 3(38) fiduciary and 3(21) participant‑directed plan consultant). The firm’s brochure notes it is an initial Form ADV filer and, like many supported firms, generally charges percentage‑of‑assets‑under‑management fees; as of December 31, 2025 it reported no assets under management and no advisory clients. The firm describes an investment approach that uses fundamental and cyclical analysis and allocates across individual equities, fixed income, mutual funds, ETFs and, where suitable, interval funds and exchange‑traded crypto securities, treating cash as an asset class and conducting ongoing portfolio monitoring with periodic reviews. It offers both ongoing financial planning and stand‑alone consulting, with planning delivered through modular reports or formal written plans and follow‑up meetings as requested. Noteworthy differences from many peers include its ownership by an affiliated accounting firm, Cooper Norman, PLLC, and the fact that certain representatives are CPAs who may provide accounting or tax services under separate engagement agreements (a relationship the brochure discloses as creating a potential conflict of interest, though no fee‑sharing is described). The brochure also discloses that some representatives are licensed insurance agents who may recommend commission‑based insurance products (not to retirement plan clients); combined with the firm’s early reporting of zero AUM and emphasis on retirement plan roles, these features distinguish its business profile from typical supported advisers serving broad retail or high‑net‑worth households.

To learn more about the advisors currently working at Cooper Norman Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.