Cortney Ann Cost

Employer firm

Baker Tilly Wealth Management, LLC CRD 167811

$5.19B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 11/2017
  Kraft Asset Management
  Nashville, TN
• 11/2017 → 01/2021
  Kraft Asset Management
  Nashville, TN
• 01/2021 → 08/2025
  Kraft Asset Management
  Nashville, TN
• 08/2025 → Present
  Baker Tilly Wealth Management, Llc
  Nashville, TN
• 08/2025 → Present
  Baker Tilly Advisory Group, Lp
  Nashville, TN

Previous Registrations

• 2014-03-25 → 2025-08-01
  Kraft Asset Management, Llc
  Nashville, TN

Other Businesses

BAKER TILLY WEALTH MANAGEMENT, LLC (BTWM) IS A CONTROLLED SUBSIDIARY OF BAKER TILLY ADVISORY GROUP, LP ("BAKER TILLY"). SALARY AND VARIABLECOMPENSATION (IF APPLICABLE) IS PAID BY BAKER TILLY. 100% OF TIME IS SPENT ON ADVISORY SERVICES WITH BTWM. THERE IS AN EXPENSE SHARING AGREEMEBETWEEN BTWM & BAKER TILLY WHICH GOVERNS SHARING OF PERSONNEL AND RESOURCES

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-24

Designations

• Certified Financial Planner

Other Names

• Cortney Mclaughlin
• Cortney Ann Mclaughlin