Advisor at Sequoia Financial Group, L.L.C.
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Firm
Sequoia Financial Group, L.L.C.
Location
Akron, OH 44333
Credentials
CFP®, Series 63, Series 65
Industry experience
23 years
Angela Cosgray is a CFP® professional with 23 years of experience in the financial services industry. She is currently a financial advisor and vice president at Sequoia Financial Group, L.L.C., where she has worked since 2021. Her prior experience includes roles at Wealthstone and JPMorgan Chase in various capacities. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base that includes individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by ongoing research and oversight from an Investment Policy Committee.
Based on Sequoia Financial Group, L.L.C.
Based on Sequoia Financial Group, L.L.C.
Financial planning fees may be flat fees starting at $1,500 and up depending on plan type and complexity.
Financial planning fees can be charged hourly based on scope and agreed in writing.
Performance fees charged for one private fund (Focus Fund) and a separate client account under legacy arrangements.
Wealth Planning Services plan updates and monitoring fees may be fixed retainer fees; fees are negotiable and communicated in written agreements.
Minimum fee: Wealth Planning Service Fees starting at $1,500 for Financial Independence Plan; up to $10,000 or negotiated for Wealth Management Plan; Trustee Support Services set-up fee up to $2,500
3500 Embassy Parkway
Akron, OH 44333
Ohio
Sequoia Financial Group LLC
2021 - Present (5 years)
Sequoia Financial Advisors LLC
2021 - Present (5 years)
Wealthstone
2019 - 2021 (2 years)
Jp Morgan Chase Bank, N.A.
2018 - 2019 (1 year)
Jp Morgan Securites Llc
2016 - 2019 (3 years)
JPMorgan Chase Bank NA
2016 - 2018 (2 years)
Unemployed
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
ClearMind Capital
I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.
Series 66
Columbus, OH
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Series 65
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Steele Investment Counsel, Ltd.
CFP®, Series 63, Series 65
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Tricord Wealth Advisors
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