# Kelly Stanley

> Kelly Stanley is a fee-only financial advisor at Cogent Strategic Wealth in Chicago, Illinois, who holds the CFP and MBA credentials. Kelly charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/kelly-stanley/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Cogent Strategic Wealth
- **Based in:** Chicago, Illinois
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $336.0M across 446 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Retirement planning
- **Works with:** High earners
- **CRD:** 5582143 (https://adviserinfo.sec.gov/individual/summary/5582143)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 66 (2008)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://cogentsw.com

## Frequently asked questions

### Is Kelly Stanley a fee-only financial advisor?

Yes. Kelly Stanley is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kelly's firm.

### How does Kelly charge for financial advice?

Kelly charges a percentage of assets.

### How much does Kelly charge?

According to Cogent Strategic Wealth's website, checked October 28, 2026: 1% a year on the first tier of assets managed.

### Where is Kelly Stanley based?

Kelly Stanley is based in Chicago, Illinois.

### What does Kelly specialize in?

Kelly's specialties include retirement planning. Kelly works with high earners.

### What credentials does Kelly Stanley hold?

Kelly Stanley holds the CFP and MBA credentials.

### Is Kelly Stanley registered with the SEC?

Yes. Kelly Stanley is registered as an investment adviser representative in IL (CRD 5582143), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Cogent Strategic Wealth manage?

Cogent Strategic Wealth reports $336.0M across 446 accounts in assets under management.

### How do I contact Kelly Stanley?

Through Kelly's website, cogentsw.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46526): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://cogentsw.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.