Cordatus Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cordatus Wealth Management LLC, founded in 2016, advises individuals, affiliated trusts, charitable organizations and businesses on wealth planning, asset management and corporate retirement-plan consulting. The firm provides executive services for managing stock options and restricted stock and offers financial planning alongside ongoing portfolio management for client accounts.
Cordatus generally manages accounts on a discretionary basis and encourages clients to complete a financial plan to guide portfolio construction; when a plan is not in place it determines objectives from risk tolerance, liquidity needs and tax considerations. Investment implementation includes proprietary programs (e.g., index, dividend, momentum, hedged and concentrated equity strategies), use of independent managers, and the option to participate in wrap-fee programs sponsored by Wells Fargo and Prospera.
The firm’s business model has several features that differ from many peers: some Cordatus personnel are also registered representatives of Prospera Financial Services and hold insurance licenses, and, in their broker‑dealer capacity, may implement recommendations that generate commissions and 12b‑1 fees. Cordatus requires the use of certain custodial or sponsor platforms for its programs (Prospera/First Clearing and Wells Fargo wrap programs), has a disclosed historical regulatory matter involving a principal, and reports a business relationship with Prospera that includes a loan guaranteed by a principal, all of which are disclosed conflicts that clients should consider.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees generally fixed between $500 and $1,000 per plan.
$0+: 0.00% to 1.50% per annum (negotiable, varies by account size and complexity) for asset management of individual client equity assets $0+: 0.10% to 1.00% per annum (negotiable, varies by plan size and complexity) for retirement plan consulting and corporate services
Certain employees receive commissions and 12b-1 fees as registered representatives of Prospera Financial Services, Inc. for commissionable transactions and mutual fund share class sales.
Services may be performed on an hourly basis in limited circumstances (not specifically quantified).
Fee-only: Fixed financial planning fees generally between $500 and $1,000 per plan, may vary with complexity; hourly fees possible for some services.
Main office
95 S. Main Street
Yardley PA 19067
Advisors at this office
6
Most active in
California · Connecticut · Florida · Maryland · New Jersey · New York · North Carolina · Pennsylvania · Texas
Also doing business as
Camber Wealth Management LLC · Cordatus Wealth Management 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Advisors at this firm
Jason B
Series 63, Series 65
Yardley, PA
Cordatus Wealth Management LLC
Jason Bass is a financial advisor with Cordatus Wealth Management LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Cordatus since 2016. In addition to his advisory role, Bass serves on the boards of the Business 2 Business Association and the YMCA in Pennsylvania. Cordatus Wealth Management LLC provides wealth planning, asset management, and corporate retirement-plan consulting to individuals, trusts, charitable organizations, and businesses. The firm offers executive services for managing stock options and restricted stock, financial planning, and ongoing portfolio management, utilizing a variety of proprietary strategies and third-party managers.
Kenneth D
Series 63, Series 65
Yardley, PA
Cordatus Wealth Management LLC
Kenneth Dysart is a financial advisor at Cordatus Wealth Management LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cordatus since its founding in 2016. Dysart also serves as a trustee for a friend and business partner. Cordatus Wealth Management LLC advises individuals, trusts, charitable organizations, and businesses on wealth planning, asset management, and corporate retirement-plan consulting. The firm offers financial planning and portfolio management services using discretionary account management and proprietary investment strategies.
Michele L
Series 66
Yardley, PA
Cordatus Wealth Management LLC
Michele Later is a financial advisor at Cordatus Wealth Management LLC with six years of industry experience. Before joining Cordatus and Prospera Financial Services in 2021, she worked at Wells Fargo Clearing Services, LLC for 34 years. Michele holds a Series 66 designation. Cordatus Wealth Management serves individuals, trusts, charitable organizations, and businesses by providing wealth planning, asset management, retirement plan consulting, and executive services. The firm emphasizes financial planning as the basis for portfolio construction and offers proprietary investment programs that incorporate fundamental and trend analysis along with risk management.
Avery D
Series 66
Yardley, PA
Cordatus Wealth Management LLC
Avery Dysart is a financial advisor at Cordatus Wealth Management LLC with a Series 66 designation and one year of industry experience. Prior to joining Cordatus, Dysart worked at Prospera Financial Services and held various roles including student and part-time positions. Cordatus Wealth Management LLC serves individuals, trusts, charitable organizations, and businesses by providing wealth planning, asset management, retirement plan consulting, and executive services. The firm emphasizes discretionary account management and financial planning, offering proprietary investment programs that incorporate fundamental and trend analysis alongside risk management.
Sean G
CFP®, Series 63, Series 65
Yardley, PA
Cordatus Wealth Management LLC
Sean Gogola is a CFP®-certified financial advisor with 27 years of industry experience. He has been with Cordatus Wealth Management LLC since 2016 and also works with Prospera Financial Services. Outside of advisory work, he is a passive investor and lender to Grasshopper Simplicity. Cordatus Wealth Management LLC advises individuals, trusts, charitable organizations, and businesses on wealth planning, asset management, and corporate retirement-plan consulting. The firm provides financial planning, portfolio management, and executive services for stock option management, utilizing proprietary investment strategies and independent managers.
Mark F
Series 63, Series 65
Yardley, PA
Cordatus Wealth Management LLC
Mark Forktus is a financial advisor with Cordatus Wealth Management LLC and holds Series 63 and Series 65 credentials. He has 37 years of industry experience, including prior roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Cordatus Wealth Management LLC serves individuals, trusts, charitable organizations, and businesses by providing wealth planning, asset management, retirement plan consulting, and executive services. The firm emphasizes discretionary account management built on financial planning and offers proprietary investment programs that use fundamental and trend analysis alongside risk mitigation strategies.
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