Beth Agnello
Advisor at CGN Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CGN Advisors, LLC
Location
Lexington, NC
Credentials
CFP®, Series 65
Industry experience
7 years
About
Beth Agnello is a CFP®-credentialed financial advisor at CGN Advisors, LLC with seven years of industry experience. She has been with CGN Advisors since 2018 and previously worked at Forsyth Technical Community College for eleven years. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and offers additional services such as educational workshops and pension consulting.
Client services
Based on CGN Advisors, LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Tax preparation
Expertise
Based on CGN Advisors, LLC
General retirement planning
Income planning
College savings (529s, UTMA, etc.)
Fee options
Fixed fee for financial planning, investment consultation, real-time planning, tax preparation services typically ranging from $300 to $8,000 annually; educational workshops $25 to $200 per attendee.
$0 - $500,000: 1.00% $500,000+: 0.75%
Up to $600 per hour for Financial Planner; Up to $150 per hour for Paraplanner
Retainer fee engagements ranging from $480 to $8,000 per year, payable monthly or quarterly.
Account minimum: $5,000 to $250,000 for most investment supervisory services accounts Fee-only: Fee-only advisory services; no commissions or mark-ups on securities transactions; no trailer or Rule 12b-1 fees received.
Location
Lexington, NC
Most active in
Beth A has reported serving >5 clients in these states in the last 12 months.
North Carolina · Texas
Work history
CGN Advisors, LLC
2018 - Present (8 years)
Forsyth Technical Community College
2007 - 2018 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not 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.
-
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.
-
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.
-
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.
Stephen T
Series 66
High Point, NC
Generations Investment Advisors, LLC
Seth W
Series 66
Salisbury, NC
Falcon Financial
Stephen G
Series 66
Salisbury, NC
Falcon Financial
Joseph F
CFP®, Series 66
Advance, NC
Adolos Asset Management
Charles P
Series 63, Series 65, Series 66
Salisbury, NC
C F Parks Inc
Russ A
Series 65
Salisbury, NC
Falcon Financial
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")