R. Cooper Investments fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The Advisor’s hourly fee will be billed at a rate of $300 per hour and will be negotiated and agreed upon by the parties in advance.”

Flat or project fee

$4,750⁠-⁠$6,500

“Cooper Investments will charge a fixed fee for comprehensive financial planning services in the range of $4,750 to $6,500 per plan as negotiated and contracted for with client in advance, based at the discretion of the Advisor.”

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

How R. Cooper Investments bills

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

• “Fixed fee-based clients are $1,500 at the time of signing the agreement with the Advisor and the balance is due upon delivery of the financial plan or final consultation.”
• “If the client terminates the agreement with the Advisor prior to the Advisor's completion of the financial planning services, any fees due the Advisor will be calculated based on the Advisor’s hourly fee rate and invoiced to the client.”
• “Invoices are payable within five days of delivery of the invoice.”

How R. Cooper Investments’ fees compare

• Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
• 9 of the 16 other planners in Jacksonville that publish an hourly rate charge less.
• Its flat or project fee of $4,750-$6,500 spans the Florida median of $4,900. 63% of the 320 other Florida planners that publish a flat or project fee charge less.
• 12 of the 16 other planners in Jacksonville that publish a flat or project fee charge less.

About R. Cooper Investments

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning, pension consulting, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340854

Website

rcooperfin.com (opens in new tab)

Phone

(904) 335-7764

Other planners in Jacksonville that publish fees

• Allegiance Financial Advisors, Inc.Jacksonville$200/hr, $500⁠-⁠$4,000
• Attainable WealthJacksonville$300/hr, $3,600⁠-⁠$8,000
• Contemporary Financial PlanningJacksonville$1,000⁠-⁠$25,000, $1,250⁠-⁠$6,000/qtr
• CovingtonalsinaJacksonville$150⁠-⁠$500/hr, $500⁠-⁠$5,000
• Create Wealth Financial Planning LLCJacksonville$1,000
• Img Wealth Management, Inc.Jacksonville$150/hr

Compare all 36 planners in Jacksonville