Documents
Transparency.
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It's just what we believe in. Below are all the forms you'll need in order to know exactly what you're signing up for. Nothing to hide around here.
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That's COGENT.
Financial Planning
Basic Fact Finder
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This form is used to collect information for use in a financial plan. We ask you about your goals & concerns, your assets, liabilities and insurance policies, your risk tolerance and your budget.
Financial Planning
Planning Agreement
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This form is the contract you sign when buying a financial plan or signing up for coaching services.
Investment Advisory
Client Profile
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This form collects regulator required data for each investment advisory client COGENT has.
Investment Advisory
Advisory Agreement
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This is the contract between you and COGENT laying out the terms of the advisory relationship. Schedule A within this document governs the advisory fees and investment objectives for each account.
All Services
Form ADV 2A & 2B
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This document is the main disclosure document required by law to be provided to each client. It details all required client disclosures for both COGENT and Kristopher Schnell, the owner.
All Services
Privacy Policy
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This document details our policies on the data we collect from you and how it is handled.
Speaking Engagements
Speaking Engangement Form
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Use this agreement to hire a COGENT advisor to speak at your next function.