# Kevin Mayo

> Kevin Mayo is a fee-only financial advisor at Cogent Private Wealth in Orlando, Florida. Kevin 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.

Page: https://find.wellspent.co/advisors/kevin-mayo/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Cogent Private Wealth
- **Based in:** Orlando, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $250.3M across 264 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 6224576 (https://adviserinfo.sec.gov/individual/summary/6224576)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2013)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.cogentprivatewealth.com

## Frequently asked questions

### Is Kevin Mayo a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kevin 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 Kevin charge for financial advice?

Kevin's firm, Cogent Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Kevin Mayo based?

Kevin Mayo is based in Orlando, Florida.

### What does Kevin specialize in?

Kevin's specialties include retirement planning, tax planning and estate & legacy planning.

### Is Kevin Mayo registered with the SEC?

Yes. Kevin Mayo is registered as an investment adviser representative in FL (CRD 6224576), 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 Kevin Mayo?

Through Kevin's website, www.cogentprivatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6224576): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://cogentprivatewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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