Cogentblue fees and pricing

Financial planner in Knoxville, Tennessee. Registered with the SEC.

According to its Form ADV Part 2A brochure dated January 30, 2026, Cogentblue charges an annual fee of $10,000⁠-⁠$20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $10,000⁠-⁠$20,000/yr; “Ongoing Financial Planning Ongoing Financial Planning consists of an annual fee ranging between $10,000 and $20,000 paid quarterly, in advance.”

Payment and refund terms, quoted from the fee section of the brochure.

“An account may be terminated with written notice at least 15 calendar days in advance.”
“Fees may be negotiable in certain cases.”
“The fee may be negotiable in certain cases.”

Its annual fee of $10,000-$20,000 is above the Tennessee median of $7,250. 69% of the 35 other Tennessee planners that publish an annual fee charge less.
1 of the 2 other planners in Knoxville that publish an annual fee charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Minimum: $10,000 minimum fee (stated in brochure)
Clients: 112
Employees: 5
Works with: Individuals, high net worth individuals, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $606,032,219
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 312899
Website: cogentbluewealth.com (opens in new tab)
Phone: (865) 309-5892

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.