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
Fort Myers, FL
Credentials
Series 63, Series 65
Industry experience
23 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)
CG Financial Services
2025 - Present (1 year)
CG Advisory Services
2025 - Present (1 year)
MPS LORIA Financial Planners, LLC
2021 - 2025 (4 years)
LORIA Financial Group, LLC
2021 - 2023 (2 years)
Pershing Advisor Solutions LLC
2020 - 2021 (1 year)
TD AMERITRADE, iNC
2010 - 2020 (10 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®, ChFC®
Fort Myers, FL
High Mountain Financial Planning
Hi, I’m David Fowler – the founder of High Mountain Financial Planning, a virtual fee-only financial planning & investment management firm. HMFP is a Registered Investment Advisory firm located in Fort Myers, Florida, and with the use of modern technology able to serve clients across the entire United States. With almost 20 years of experience in financial services, I started HMFP with the goal of making fee-only advice from a fiduciary available to everyone – regardless of how much or how little they may have accumulated (so far). ABOUT HMFP High Mountain Financial Planning exists to help people live purposeful, passionate, adventure filled lives – both today and tomorrow. Our Mission – To guide individuals and families to building a life they love – through coaching, education, and planning. WHO I SERVE As an avid outdoorsman (I love hiking/backpacking & trail running) and entrepreneur, I enjoy working with people who have an affinity for the Great Outdoors and/or are dealing with the many challenges associated with retirement planning. With that in mind, I work with: • Folks near or at retirement • Outdoor Enthusiasts • Gen X If you love being outdoors or are getting ready to step into "what's next" - you are in the right place and have found your planner! Book a complimentary meeting to see how we can collaborate and achieve your goals at https://www.highmountainfinancial.com/free-consultation HOW I HELP • I help you to discover and build a plan to have freedom – money freedom, time freedom, and mental freedom • I help you identify and eliminate any gambling or speculating that may be occurring with your investments • I simplify the planning process – breaking your planning to actionable attainable steps CERTIFICATIONS & QUALIFICATIONS • I am a CERTIFIED FINANCIAL PLANNER™ • I have earned the Chartered Financial Consultant® (ChFC®) designation • I am independent • I am a Fee-Only financial planner • I am a Fiduciary NEXT STEPS • Learn more on the HMFC website - https://www.highmountainfinancial.com/ • Book a 30 minute conversation on my calendar - https://www.highmountainfinancial.com/free-consultation • send me an email - dfowler@highmountainfinancial.com
Series 66
Ft Myers, FL
Edward Jones
CFP®, Series 66
Ft Myers, FL
Edward Jones
Series 66
Laurel Park, NC
Merrill
Shelli Green is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been practicing since 2001. She specializes in developing goals-based strategies tailored for retirees and their families, focusing on helping clients pursue both their short- and long-term financial objectives. Shelli and her team employ a Goals Based Wealth Management approach that considers clients' experiences with wealth alongside their personal situations and aspirations, aiming to craft financial strategies that support meaningful outcomes and help clients stay on track over time. Shelli holds the Chartered Retirement Planning Counselor (CRPC™) designation and serves as a Senior Portfolio Advisor, managing discretionary custom investment strategies drawn from a broad selection of Merrill model and third-party portfolios. She earned her bachelor's degree from the University of Florida with a concentration in finance and economics. Committed to her community, Shelli volunteers with organizations including the Peace River Botanical & Sculpture Gardens and the United Way chapters in Charlotte and Lee Counties.
Series 66
Fort Myers, FL
Edward Jones
Series 66
Ft Myers, FL
Edward Jones
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