Cogentblue
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$473,538,253
Clients
112
Advisors
5
across 5 offices
About
CogentBlue Wealth Advisors, LLC is an SEC‑registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, charitable organizations, and businesses. The firm offers both ongoing investment management (including use of third‑party managers/TAMPs) and project or hourly financial planning engagements.
The firm’s investment approach is grounded in modern portfolio theory and portfolio construction tailored to each client’s investment policy statement, with regular monitoring and rebalancing. CogentBlue also supports held‑away accounts through a Pontera integration that permits allocation changes without custodial access to client credentials, and it uses outside managers and sub‑advisors where appropriate.
Noteworthy aspects of the firm include its role in selling life and health insurance products to clients (commissions from those sales are disclosed as separate from advisory fees) and its operational arrangements with service providers such as Focus Partners and custodians including Charles Schwab and Fidelity. CogentBlue manages roughly $605 million in discretionary assets while maintaining a relatively modest number of client relationships, which results in higher average account sizes than many peers.
Client services
Expertise
Fee options
Financial planning services offered on a project basis; specific fee amounts not stated in brochure.
$0 - $1,000,000: 1.00% (subject to $10,000 minimum annual fee) $1,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.35%
Financial planning services offered on an hourly basis; specific hourly rates not stated in brochure.
Minimum fee: $10,000 minimum annual fee Fee-only: Ongoing Financial Planning fees range from $10,000 to $20,000 annually, paid quarterly in advance, negotiable in certain cases.
Main office
See office4533 Papermill Drive, Suite 105
Knoxville TN 37909
Advisors at this office
2
Offices (5)
Most active in
Colorado · Georgia · Louisiana · Maine · Massachusetts · Mississippi · New Hampshire · Pennsylvania · Tennessee · Texas
Also doing business as
Cogentblue · Cogentblue Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Wesley B
CFP®, Series 66
Knoxville, TN
Cogentblue
Wesley Brown is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with CogentBlue Wealth Advisors since 2019, including its prior formation as WEALTHCARE ADVISORY PARTNERS LLC, and previously worked at Rather & Kittrell, Inc. Outside of financial advising, he is a partner in Origin Offroad, LLC, a vehicle upfitting business. CogentBlue Wealth Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a modern portfolio theory-based approach tailored to each client’s investment policy statement, utilizing outside managers and sub-advisors as appropriate.
Nicholas H
CFP®, Series 66
Fort Collins, CO
Cogentblue
Nicholas Hoogendyk is a CFP® professional with five years of industry experience, currently serving at CogentBlue Wealth Advisors, LLC. He previously worked at Acorn Creek Capital LLC, Bank of America, Merrill, Black Mountain Tax & Consulting, and Hoogendyk & Associates LLC. Outside of his advisory role, he participates in a nonprofit organization focused on mentoring underserved youth in Fort Collins, Colorado. CogentBlue Wealth Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a modern portfolio theory-based investment approach tailored to each client's investment policy statement, with regular monitoring and rebalancing.
Savannah C
CFP®, Series 66
Gulfport, MS
Cogentblue
Savannah Cooper is a CFP® professional with eight years of industry experience, currently serving as an advisor at CogentBlue Wealth Advisors, LLC. Prior to joining CogentBlue, she worked at Morris Financial Concepts, Inc. for seven years and has additional experience at Bank of America and D.A. Davidson & Co. Outside of finance, she has worked briefly in the fitness industry with O2 Fitness. CogentBlue Wealth Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a modern portfolio theory approach tailored to each client’s investment policy statement and incorporates outside managers and sub-advisors as appropriate.
Theodore Y
CFP®
Knoxville, TN
Cogentblue
Theodore Yoos III is a CFP® professional with 26 years of experience in financial advising. He currently works at CogentBlue Wealth Advisors, LLC and has prior experience with Cornerstone Financial Management LLC, Back Bay Financial Group, Inc., and Tanager Financial Services Inc. CogentBlue Wealth Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a modern portfolio theory–based approach, incorporates third-party managers, and offers flexible planning engagements tailored to client needs.
Jacqueline K
CFP®, Series 66
Windsor, CO
Cogentblue
Jacqueline Kabel is a CFP® and holds a Series 66 license with three years of industry experience. She is currently with CogentBlue Wealth Advisors, LLC and has prior experience at Acorn Creek Capital, Merrill, and Wells Fargo Clearing Services. CogentBlue Wealth Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a modern portfolio theory-based approach tailored to each client’s investment policy statement and offers integrated solutions including third-party managers and held-away account support.
Robert B
Series 63, Series 66
Franklin, TN
Cogentblue
Robert Bolen is a financial advisor at CogentBlue Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including United Income, Inc. and Bolén Asset Management, Inc. He also owns RV Bolen Consulting, a consulting service unrelated to investment advising. CogentBlue Wealth Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a modern portfolio theory-based investment approach tailored to each client’s investment policy, with regular monitoring and rebalancing, and utilizes third-party managers and sub-advisors as appropriate.
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