Bradley Lacore
Cogent Private Wealth · Orlando, Florida
Bradley Lacore is a fee-only financial advisor at Cogent Private Wealth in Orlando, Florida, who holds the CFP credential. Bradley 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 6191889 |
| Exams passed | Series 65 (2013) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.cogentprivatewealth.com |
| Profile |
How Bradley'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 Bradley
Is Bradley Lacore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley 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 Bradley charge for financial advice?
Bradley's firm, Cogent Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Bradley Lacore based?
Bradley Lacore is based in Orlando, Florida.
What does Bradley specialize in?
Bradley's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Bradley Lacore hold?
Bradley Lacore holds the CFP credential.
Is Bradley Lacore registered with the SEC?
Yes. Bradley Lacore is registered as an investment adviser representative in FL and TX (CRD 6191889), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cogent Private Wealth manage?
Cogent Private Wealth reports $250.3M across 264 accounts in assets under management.
How do I contact Bradley Lacore?
Through Bradley'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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