Cooksen Wealth, LLC fees and pricing
Financial planner in The Woodlands, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 6, 2026, Cooksen Wealth, LLC charges a flat or project fee of $2,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$5,000
“These fees are negotiable but range from $2,500 to $5,000 on a fixed fee basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cooksen Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The terms and conditions of the financial planning engagement are set forth in the Advisory Agreement and Cooksen Wealth requires one-half of the fee (estimated hourly or fixed) payable upon execution of the Advisory Agreement.”
- “The outstanding balance is due upon delivery of the financial plan or completion of the agreed upon services.”
- “In the event the advisory agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.”
How Cooksen Wealth, LLC’s fees compare
- Its flat or project fee of $2,500-$5,000 spans the Texas median of $3,850. 49% of the 401 other Texas planners that publish a flat or project fee charge less.
- 3 of the 9 other planners in The Woodlands that publish a flat or project fee charge less.
About Cooksen Wealth, LLC
“Cooksen Wealth offers a variety of advisory services, which include financial planning and investment and wealth management services.”
- Firm size: 3 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 46
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $206,249,255
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 300451
- Phone
- (832) 592-2554
Can advise clients in 4 states: California, Colorado, Texas, Virginia
Other planners in The Woodlands that publish fees
- Anchored WealthThe Woodlands$400/hr
- Assurance Wealth ManagementThe Woodlands$1,500-$2,500
- Awm Financial Services Inc.The Woodlands$1,000/hr
- Diamond Client Group, LLCThe Woodlands$2,500-$100,000, $250-$8,000/mo
- HFG Wealth Management, LLCThe Woodlands$400/hr
- Legacy Financial DesignsThe Woodlands$1,000-$10,000, $425-$2,000/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.