A Fee-Only Registered Investment Advisor with a Fiduciary Duty To Our Clients
At The Cogent Advisor, our mission is to partner with successful professionals who are motivated to dramatically simplify their financial lives in this increasingly complex world, so that they may focus on the people they love and the activities that give them joy.
We are a fee-only, Registered Investment Advisor firm in a fiduciary relationship with you. That’s a mouthful of terms, but stick with it, because they mean quite a bit to you and your wealth.
What Fee-Only Means For You:
As a Registered Investment Advisor, we are required by law to act with undivided loyalty to you, our client, in a fiduciary relationship. This includes disclosing how we are compensated and revealing any conflicts of interest.
We are not employees or agents of a large, financial institution; we are not required to promote anyone’s proprietary products.
We accept no commissions or other incentives that may tarnish our dedicated advice to you.
Our sole source of compensation is the fully transparent fee you pay us for the wealth management services we provide. That’s it. We have no hidden agendas.
We invest the same way as our clients.
Most of all, we are dedicated to championing your highest interests in everything we do.
Objective by design. Boutique by choice.
It can never hurt to obtain a professional second opinion from an objective source. As a part of our complimentary Cogent Conversation®, we’ll hear what you have to say and explore with you: Where you are today, where you’d like to go, and how can help you Simplify Your Complex Financial Life.
Delivering personal financial advice with understanding, privacy and the utmost care.
We help intelligent, inquisitive, and motivated professionals convert their stellar earnings into durable wealth for themselves and their family by balancing personal and professional market risks. We work with a select number of entrepreneurs, professionals, pro-athletes and celebrities, helping them to navigate through critical life and financial transitions.