Anthony Cosey is a registered investment advisor at Cosey Financial Services, INC., based in Knoxville, TN, with 26 years of industry experience. Anthony 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 404 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee charged for asset management services.
Fee Estimator
Location
118 Huxley Rd, Suite 5, Knoxville, TN, 37922
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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 ActivitiesSells Insurance
Anthony owns Cosey Insurance Services, LLC, selling life and health insurance, dedicating about 10-20% of his time. He is also a high school track coach, an officer/director at On Belay Foundation, president of Carriage Hill Financial Services LLC, and treasurer for two associations.
Employment History
Current Registrations
Cosey Financial Services, INC.
Previous Registrations
Silver Oak Securities, IncorporatedBroker
Silver Oak Securities, INC.
Ssn Advisory, INC.
Securities Service Network, INC.Broker
American General Securities Incorporated
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
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.