Kevin Mayo
Cogent Private Wealth · Orlando, Florida
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.
Request an introduction to Kevin →
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 6224576 |
| Exams passed | Series 65 (2013) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.cogentprivatewealth.com |
How Kevin's firm compares
- Cogent Private Wealth's average account is about $948,000, from its Form ADV (assets managed divided by 264 accounts).
Request an introduction to Kevin
Tell Kevin a little about what you're looking for. Kevin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kevin
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.
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.
See something wrong? Request a correction. Read our methodology.