Mccarley & Cook Financial Planners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$500/hr

“Stand-Alone Financial Planning Fee McCarley & Cook charges an hourly fee for its stand-alone financial planning services, ranging from $200-$500 per hour, depending upon the complexity of the service being provided.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Mccarley & Cook Financial Planners bills

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

• “Fees may be reduced or waived in certain circumstances and are negotiable in McCarley & Cook’s sole discretion based on such factors as the complexity of the client’s financial planning needs, and the relationship of the client with McCarley & Cook.”
• “The total fee will be estimated and quoted in advance.”
• “The fee is due upon receipt of the Firm’s invoice after the conclusion of the services.”

How Mccarley & Cook Financial Planners’ fees compare

• Its hourly rate of $200-$500 spans the Ohio median of $250. 77% of the 219 other Ohio planners that publish an hourly rate charge less.
• 14 of the 21 other planners in Cincinnati that publish an hourly rate charge less.

About Mccarley & Cook Financial Planners

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

168

Employees

2

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$169,055,195

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

310087

Website

linkedin.com/in/christopher-cook-cfp%C2%AE-69887719 (opens in new tab)

Phone

(513) 792-9990

Can advise clients in 4 states: Florida, Kentucky, Ohio, Texas

Other planners in Cincinnati that publish fees

• 1TaxfinancialCincinnati$300/hr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Ajd WealthCincinnati$500/hr, $30,000
• Benchmark Wealth ManagementCincinnati$500⁠-⁠$50,000/yr
• Crew Capital Management, LTD.Cincinnati$10,000⁠-⁠$25,000/yr
• Daymark Wealth Partners, LLCCincinnati$350/hr, $1,500⁠-⁠$10,000

Compare all 76 planners in Cincinnati