Cooper Financial Investments, LLC fees and pricing

Financial planner in Mesa, Arizona. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 28, 2026, Cooper Financial Investments, LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Services are offered based on an hourly fee of $300 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”
“Fees are assessed quarterly in arrears based on the amount of the assets managed as of the end of the previous quarter and will take into account additions and withdrawals in the time period.”
“For terminations after the initial five business days, GI will be entitled to a pro-rata fee for the days service was provided in the final quarter.”

Its hourly rate of $300 is above the Arizona median of $275. 52% of the 195 other Arizona planners that publish an hourly rate charge less.
7 of the 10 other planners in Mesa that publish an hourly rate charge less.

“Cooper provides referrals to an attorney with Copper Canyon Law for estate planning services.”

From the firm's description of its advisory business in its Form ADV brochure.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Employees: 2
Services reported to regulators: Financial planning, selecting other advisers, educational seminars and workshops, and other services
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 285647
Website: azretirementsolutions.com (opens in new tab)
Phone: (888) 390-5277

Can advise clients in 2 states: Arizona, Louisiana

Is something on this page wrong or out of date?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.