MCCARLEY & COOK FINANCIAL PLANNERS

Overview

Mccarley & Cook Financial Planners is an independent, owner-operated RIA that delivers financial planning and discretionary portfolio management for individuals, families and small businesses, with some institutional relationships. The firm is fee-focused, charging a percentage of assets under management alongside hourly fees for planning work. Investment implementation centers on pooled public vehicles—primarily mutual funds and public funds—used as the core of client portfolios, while select alternative allocations are used for diversification and return enhancement. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices