Kelly Stanley is a CFP-designated registered investment advisor at Cogent Strategic Wealth LLC, based in Chicago, IL, with 17 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Gen X, and 5 more. Their firm serves 98 clients with $270M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.60% |
| $15M+ | 0.50% |
Fees and account minimums may be negotiable.
Fee Estimator
Contact
Kelly Stanley
Location
77 West Wacker Drive, Suite 4501, Chicago, IL, 60601
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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 →Other Business Activities
Kelly engages in speaking engagements using approved material, starting in 2012. This activity takes minimal time and is paid per engagement.
Employment History
Current Registrations
Cogent Strategic Wealth LLC
Previous Registrations
Cetera Advisors LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams