Kelly Stanley
Cogent Strategic Wealth · Chicago, Illinois
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.
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Specialties
Who they serve
- High earners
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 | $336.0M across 446 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in IL · CRD 5582143 |
| Exams passed | Series 66 (2008) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | cogentsw.com |
| Profile |
How Kelly's firm compares
- Cogent Strategic Wealth's average account is about $753,000, from its Form ADV (assets managed divided by 446 accounts).
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Questions about Kelly
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Cogent Strategic Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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