Dillon Cobb

CFP®, CPA/PFS

Simply Human Advisors

Financial Planner

Contact Me

Dillon Cobb

CFP®, CPA/PFS

Simply Human Advisors

Financial Planner

As a fee-only financial planner, I serve those in grief. - Dillon Cobb, CFP®, CPA/PFS

Contact Me

325-238-8644

Website

Fee-Only financial planner located in Abilene, TX, serving clients locally and across the country

Dillon Cobb is an Abilene, TX fee-only financial advisor serving clients locally and across the country virtually. Simply Human Advisors provides comprehensive financial planning to clients who are in grief. As a fee-only, fiduciary, and independent financial advisor, Dillon Cobb is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. Finances are hard enough, but grief brings exponentially more challenges. We are here to simplify things to help ease the burden and clear the fog.

Dillon Cobb is a fee-only financial advisor who provides comprehensive financial planning to clients who are in grief.  Dillon has 17 years of experience in “The Industry” and 14 years as a fee-only financial planner working directly with clients in the areas of:

  • Cash Flow
  • Tax Planning
  • Estate Planning
  • Insurance Planning
  • Investments
  • Retirement Planning

    Education and Qualifications:

  • BBA In Finance And Accounting Abilene: Abilene Christian University, 2004
  • Master Of Accountancy: Abilene Christian University, 2005
  • Certified Public Accountant: Texas State Board of Public Accountants, 2008
  • Certified Financial Planner®: Certified Financial Planner Board of Standards, 2012

Dillon Cobb is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

We serve people in grief to help clear the financial fog. 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Grief
  • Retirement Income Planning
  • Tax Planning
  • Investment Management
  • Estate Planning
  • Risk Management

Ideal Clients

  • Widows and Widowers
  • Divorcees
  • Sudden Money Situations
  • People in Grief
  • Retirees and Near Retirees

Working Together

  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Dillon Cobb is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Dillon Cobb is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Certified Financial Planner (CFP)
    Dillon Cobb is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CPA - Certified Public Accountant
    Dillon Cobb is a Certified Public Accountant (Learn More)

    A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.

  • Money Quotient
    Dillon Cobb is a Money Quotient Trained Financial Advisor

    Money Quotient is a 501(c)(3) non-profit organization founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage individuals and inspire them to maximize their resources and live purposeful lives.

  • CPA/PFS - Personal Financial Specialist
    Dillon Cobb is a Personal Financial Specialist (PFS)

    The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.

Contact Dillon Cobb

325-238-8644

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Office Locations:

  • Book a Virtual Appointment
    Abilene, TX 79601

Simply Human. LLC dba Simply Human Advisors is an Investment Advisor registered with the State of Texas. All views, expressions, and opinions are subject to change. This is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.  Please contact us at (325) 238-8644 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from SHA with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.SimplyHumanAdvisors.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

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