Herrmann & Cooke Wealth Management

Herrmann & Cooke Wealth Management (CRD# 110722) is a financial advisory firm headquartered in Danville, CA. They manage $292,428,950 in 1,243 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    292
    MILLION
  • Total Number of Accounts
    1,243
    ACCOUNTS
  • Average Account Value
    $235,261
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, HI, NV, OR, TX, WA

Financial Advisors at Herrmann & Cooke Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Jason M. Cooke
CRD#: 2835024
370 Diablo Road, Suite 201, Danville, CA 94526
96
Wealthminder
score

Jason Cooke (CRD# 2835024) is an Investment Advisor Representative working at Herrmann & Cooke Wealth Management in Danville, CA and has over 20 years of experience in the finance industry. Jason Cooke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David P. Herrmann
CRD#: 1140606
370 Diablo Road, Suite 201, Danville, CA 94526
96
Wealthminder
score

David Herrmann (CRD# 1140606) is an Investment Advisor Representative working at Herrmann & Cooke Wealth Management in Danville, CA and has over 28 years of experience in the finance industry. David Herrmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kerry L. Davis
CRD#: 5071016
370 Diablo Road, Suite 201, Danville, CA 94526
90
Wealthminder
score

Kerry Davis (CRD# 5071016) is an Investment Advisor Representative working at Herrmann & Cooke Wealth Management in Danville, CA and has 1 year of experience in the finance industry. Kerry Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.