A complete list of active advisors currently associated with Cogent Independent Advisors, Inc.

Warmer can help you find a great advisor at Cogent Independent Advisors, Inc. or one who fits your needs even better.

Cogent Independent Advisors, Inc. (dba Cogent Private Wealth) provides financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses and reports managing roughly $112 million in client assets on a discretionary basis. Its service mix includes discretionary and non-discretionary portfolio management, financial planning, access to alternative and private investments, and a third-party cash-management solution (FlourishCash). The firm documents client objectives in Investment Policy Statements and uses fundamental, technical and cyclical analysis when implementing tailored strategies across accounts. For suitably qualified clients, Cogent recommends private funds and describes a structured approach to private-placement due diligence, ongoing manager monitoring, coordination of tax reporting with client CPAs, handling of private-fund cash flows, and integration of private holdings into consolidated performance reporting. Cogent’s operating structure includes related-business affiliations that are less common among peers: an affiliated tax-processing entity established in 2023 that shares supervised personnel, and an affiliate through which some supervised persons sell insurance and may earn commissions; these relationships are disclosed and addressed under the firm’s fiduciary policies. The brochure also highlights the firm’s use of an outsourced estate-planning platform (Wealth.com) and extensive disclosures on higher-risk asset classes, including blockchain and digital assets, reflecting a broader operational and product scope than many advisers of similar scale.

To learn more about the advisors currently working at Cogent Independent Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.