$28.7M Total AUM
$28.7M Disc. AUM
-- 3Y CAGR
1 Employees
111 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-06-2020
- Office Locations
- 1
Office Locations
-- Bellbrook OH
About What About US Financial
What About Us Financial is a Bellbrook, Ohio-based fiduciary planning practice founded in 2019 to help underserved households build financial freedom through budgeting, saving, and investing guidance. Led by CFP(R)/CRPC(R) Carolyn Cook (MBA), the firm meets clients virtually or in person and uses ETF- and fund-based portfolios; it is affiliated with XY Planning Network.
Team overview
-- AVG AGE
$28.7M AVG AUM / ADVISOR
$258.2K AVG AUM / CLIENT
6.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
CAROLYN JEAN COOK
Chief Compliance Officer, Founder
- CRD
- #5278356
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,656,084 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,656,084 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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