Lanita Wheetley is a CFP-designated registered investment advisor at Cogent Private Wealth, based in Orlando, FL, with 10 years of industry experience. Lanita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 65 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $20.0M | 0.00% |
| $20M+ | 0.10% |
Minimum investment management fee of $5,000. Fees may be negotiable.
Fee Estimator
Location
420 S. Orange Ave., Suite 825, Orlando, FL, 32801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cogent Private Wealth
Previous Registrations
Synergy Investment Management LLC
LPL Financial LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Empire Financial Group, INC.Broker
Empire Financial Group, INC.Broker
State Registrations1 state
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