Advisor at CG Advisory Services
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
CG Advisory Services
Location
Idaho Falls, ID 83404
Credentials
CFP®, Series 66
Industry experience
20 years
Fixed fee financial planning from $400 to $5,000 depending on complexity; additional flat fees may apply for specific services outside standard advisory
$0 - $250,000: Minimum annual fee $3,000 (negotiable) $25,000 - $500,000: Up to 2.00% advisory fee on WealthMark and WealthBuilder managed model portfolios plus 0.50% administrative fee $500,000+: Up to 2.00% advisory fee plus up to 0.50% administrative fee for CGAS Managed Select Accounts No minimum+: Up to 2.00% advisory fee plus 0.50% administrative fee for Adviser as Portfolio Manager accounts
Commission on insurance products sold by licensed IARs (not advisory fees); commissions from affiliated and unaffiliated insurance and brokerage firms
Up to $300 per hour for financial planning and consulting services (negotiable)
Account minimum: $25,000 for WealthMark accounts; $5,000 for WealthBuilder accounts; $500,000 suggested minimum for CGAS Managed Select Accounts; no minimum for Adviser as Portfolio Manager (APM) accounts Minimum fee: Minimum annual fee of $3,000 for households with less than $250,000 of adviser-managed assets (negotiable) Fee-only: Financial planning services: hourly up to $300/hr; fixed fees ranging from $400 to $5,000 depending on complexity; engagement fees up to $3,500 one-time or $10,000 ongoing (negotiable)
Capital Asset Advisory Services
2018 - Present (8 years)
Cetera Advisors LLC
2013 - 2018 (5 years)
Minnesota Life Insurance Co.
2005 - Present (21 years)
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.
Is not active or affiliated with:
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.
CFP®
Idaho Falls, ID
Good Better Best Financial Planning LLC
In a world filled with endless financial choices, we guide you in distinguishing between what's merely good and what's genuinely the best for your family's future. Our approach is anchored in values-based planning, a strategy that goes beyond mere numbers to incorporate your core beliefs and life goals. This methodology ensures that your financial decisions not only bring stability but also resonate with what you hold dear. Why settle for good when you can aim for the best? Let's simplify the complexities and focus on what truly matters for your family's journey toward financial freedom and lasting prosperity.
Series 66
Idaho Falls, ID
Edward Jones
Series 66
Idaho Falls, ID
Edward Jones
Series 66
Idaho Falls, ID
Edward Jones
Series 66
Idaho Falls, ID
Edward Jones
Series 66
Idaho Falls, ID
Edward Jones
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