Dubois Wealth Management
41yrs
Top advisor by experience in St. Simons Island
16yrs
Dane Cooper
Financial advisor at Newedge Advisors
Dane Cooper is a fiduciary financial advisor in St. Simons Island, Georgia, with 16 years in the industry. After 12 years at MML Investors Services, Dane joined Newedge Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 69 advisors with offices in St. Simons Island, and one of 67 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 51% of advisors nationwide
Office20 Market Street, St. Simons Island, GA 31522
FirmNewedge Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$813,531
Advisors at the firm594
States licensed ?1 state
Services through Newedge Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowNewedge AdvisorsCurrent firm
- 2011 – 2024MML Investors Services, LLCPreviously
Contact Dane
(504) 459-4391Firm headquarters in New Orleans, LA. Ask for Dane. 20 Market StreetSt. Simons Island, GA 31522Office · Get directions
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Questions to ask Dane
Tailored to Dane’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Dane
How do I contact Dane?
Call Newedge Advisors at (504) 459-4391 and ask for Dane Cooper. Dane works from the St. Simons Island, GA office.
How long has Dane been a financial advisor?
Dane has been in the industry since 2011, about 16 years. More experience than 51% of advisors nationwide.
What licenses does Dane hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Dane a fiduciary?
Dane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dane paid?
Newedge Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dane for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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