Cogent Strategic Wealth at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 4 employees and 102 individual clients, 73 of them high net worth.
- Its average account is about $753,000 (assets it manages divided by its 446 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Chicago, Illinois |
|---|---|
| Website | cogentsw.com |
| [email protected] | |
| Phone | (312) 382-8388 |
Questions about Cogent Strategic Wealth
How much does Cogent Strategic Wealth charge?
Cogent Strategic Wealth publishes these prices: asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Cogent Strategic Wealth paid?
Cogent Strategic Wealth's Form ADV says it is paid by: percentage of assets.
How many advisors does Cogent Strategic Wealth have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Cogent Strategic Wealth, and 1 hold the CFP.
What is the average account at Cogent Strategic Wealth?
Cogent Strategic Wealth's average account is about $753,000. That's the assets on its Form ADV divided by its 446 accounts.
What does Cogent Strategic Wealth specialize in?
Cogent Strategic Wealth's advisors and website list retirement planning.
Cogent Strategic Wealth fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Our fee starts at 1%, which can decrease as you reach different asset levels." source
"charging a single advisory fee based on your assets under management" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $336 million |
| Individual clients | 29 |
| High-net-worth clients | 73 |
| Accounts managed | 446 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-110446) |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 152715 |