A complete list of active advisors currently associated with Cogentblue

Warmer can help you find a great advisor at Cogentblue or one who fits your needs even better.

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.

To learn more about the advisors currently working at Cogentblue, 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.