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Advisor

Kristopher Schnell

Cogent Independent Advisors, Inc. · Camarillo, California

Kristopher Schnell is a fee-only financial advisor at Cogent Independent Advisors, Inc. in Camarillo, California, who holds the CRPC credential. Cogent Independent Advisors, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CRPC

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Facts

FirmCogent Independent Advisors, Inc.
Based in Camarillo, California
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$112.4M across 447 accounts
CredentialsCRPC
SEC registration Investment adviser representative in CA, CO, FL · CRD 4820715
Exams passedSeries 63 (2004) · Series 66 (2005)
Firm size5 employees
Disclosures None reported

How Kristopher's firm compares

  • Cogent Independent Advisors, Inc.'s average account is about $252,000, from its Form ADV (assets managed divided by 447 accounts).

What fee-only advisors charge in California

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Questions about Kristopher

Is Kristopher Schnell a fee-only financial advisor?

Yes. Kristopher Schnell 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 Kristopher's firm.

How does Kristopher charge for financial advice?

Kristopher's firm, Cogent Independent Advisors, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Kristopher Schnell based?

Kristopher Schnell is based in Camarillo, California.

What credentials does Kristopher Schnell hold?

Kristopher Schnell holds the CRPC credential.

Is Kristopher Schnell registered with the SEC?

Yes. Kristopher Schnell is registered as an investment adviser representative in CA, CO and FL (CRD 4820715), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

How much does Cogent Independent Advisors, Inc. manage?

Cogent Independent Advisors, Inc. reports $112.4M across 447 accounts in assets under management.

How do I contact Kristopher Schnell?

Contact details aren't on file yet. Search for Cogent Independent Advisors, Inc..

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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