Thomas Cooney is a CFP-designated registered investment advisor at Cooney Financial Advisors INC, based in Marlton, NJ, with 35 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 35 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.50% |
| $2M+ | 0.40% |
Fees are negotiable. For managed account portfolios, there is an additional fee of 0.80% added to the third-party manager's fee. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
1 Eves Drive Suite 111, Marlton, NJ, 08053
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Thomas was a partner at Rosenberg, Smith, Cooney & Migliore PC from 2000 to 2016 and continues to perform limited services as an accountant. This takes about a quarter of his time, including a minimal amount of time during securities trading hours.
Employment History
Current Registrations
Cooney Financial Advisors INC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.