# Cooper Financial Services

Cooper Financial Services is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/cfs-incorporated

## Regulatory record

- **CRD number:** 104671
- **SEC file number:** 801-24288
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-26T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/104671

## About

Planning and protecting your family's long term financial security. | Cooper Financial Services, Inc. has been providing a broad range of financial planning services to individuals and businesses since 1986. We have built our practice through a dedication to service that we demonstrate at every level of our relationships.

## Questions

### How does Cooper Financial Services charge clients?

The firm charges fees only, based on a percentage of assets under management. It does not accept commissions, 12b-1 fees, or compensation from third-party product providers, ensuring a fiduciary alignment with clients.

### What types of investments does Cooper Financial Services oversee?

The firm primarily uses a passive, low-cost investment approach centered on index funds and ETFs. Portfolios are built with broad asset-class diversification and systematic rebalancing.

### Who is the leadership at Cooper Financial Services?

Publicly available SEC filings list the firm's chief compliance officer and a small advisory team, but the firm does not prominently feature named principals or a CEO in its formal materials.

### What is the firm's approach to financial planning?

Financial planning at Cooper Financial Services is holistic, covering retirement, tax, estate, education, and insurance planning. The firm integrates these disciplines into a single, coordinated plan.

## Related profiles

- [JLB & Associates](https://altss.com/profile/jlb-and-associates-inc)

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Last updated: 2026-07-06T01:24:14.597Z

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