Ashley Vann
Cogent Private Wealth · Orlando, Florida
Ashley Vann is a fee-only financial advisor at Cogent Private Wealth in Orlando, Florida. Ashley focuses on retirement planning, tax planning and estate & legacy planning. Cogent Private Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Cogent Private Wealth |
|---|---|
| Based in | Orlando, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $250.3M across 264 accounts |
| SEC registration | Investment adviser representative in FL · CRD 3058267 |
| Exams passed | Series 65 (2026) · Series 66 (1998) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.cogentprivatewealth.com |
| Profile |
How Ashley's firm compares
- Cogent Private Wealth's average account is about $948,000, from its Form ADV (assets managed divided by 264 accounts).
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Questions about Ashley
Is Ashley Vann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ashley holds no broker registration, and Cogent Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ashley charge for financial advice?
Ashley's firm, Cogent Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ashley Vann based?
Ashley Vann is based in Orlando, Florida.
What does Ashley specialize in?
Ashley's specialties include retirement planning, tax planning and estate & legacy planning.
Is Ashley Vann registered with the SEC?
Yes. Ashley Vann is registered as an investment adviser representative in FL (CRD 3058267), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Cogent Private Wealth manage?
Cogent Private Wealth reports $250.3M across 264 accounts in assets under management.
How do I contact Ashley Vann?
Through Ashley's website, www.cogentprivatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Cogent Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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