Drew Cook (CFP®)

Drew Cook focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Drew Cook, CFP® is a Charlotte, NC fee-only financial planner. Drew joined Level Wealth Management because of his shared priorities to always serve clients as a fiduciary and to let financial planning drive fees instead of an account balance. LWM partners with clients to construct the roadmap to retirement, create intelligent portfolios, and focus on minimizing taxes. Utilizing a flat retainer fee structure that is not based on how much a client has in assets, LWM reduces conflicts of interest and increases the likelihood of clients keeping more of their investment returns. Drew meets virtually with clients and in-person in Charlotte and Greensboro.

Drew graduated from Appalachian State University in 2014 and joined Vanguard’s team that focused on helping clients implement efficient portfolios and consolidating their assets. After passing the Certified Financial Planner™ exam and desiring deeper relationships with a select group of clients, Drew joined an independent financial planning firm in Charlotte that concentrated on retirement planning and distribution strategies throughout retirement. In that role, he also created the firm’s model portfolios and managed hundreds of investment accounts.

When outside of the office, Drew loves to spend time outdoors with his wife Mason and their Australian Shepherd “Watson”. While they both grew up in and still cherish the mountains of Asheville, they have found great community and established roots in the city of Charlotte. You can often find Drew running on the greenway, mountain biking, cheering on Charlotte FC, or planning his next snowboard trip to reminisce on his competition days.

NAPFA Start Date

July 14, 2023


This Office

6135 Park South Drive, Suite 510 Charlotte, NC 28210 Phone: (704) 312-2490