CGN Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,261,550,096
Total clients
1,176
40% high-net worth
Total advisors
38
of 38 employees
Firm size
Multi Team
Average clients per advisor
31
Average account size
$1,072,747
Client services
Fee options
Fixed fees ranging typically from $300 to $8,000 annually for financial planning, investment consultation, real-time planning and tax preparation services; educational workshop fees from $25 to $200 per attendee.
$0 - $500,000: 1.00% $500,001+: 0.75%
Up to $600 per hour for Financial Planner; up to $150 per hour for Paraplanner, billed in six-minute increments.
Account minimum: $5,000 to $250,000 (recommended for most investment supervisory services accounts) Fee-only: Fee-only services; no commissions or mark-ups on securities transactions, no trailer or 12b-1 fees received.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
CGN Advisors, LLC
512 Poyntz Ave, Suite 120
Manhattan KS 66502, United States
Number of offices
35
Quick links
Advisors at this firm
Lindsay A
CFP®
Manhattan, KS
CGN Advisors, LLC
Brigham G
CFP®, Series 65
Manhattan, KS
CGN Advisors, LLC
Gregory P
CFP®, Series 65
Clayton, MO
CGN Advisors, LLC
Sheila S
CFP®, Series 63, Series 65, Series 66
Manhattan, KS
CGN Advisors, LLC
Jordan G
CFP®, Series 66
Santa Monica, CA
CGN Advisors, LLC
Daniel K
CFP®, Series 63, Series 66
Scottsdale, AZ
CGN Advisors, LLC
Steven F
CFP®, Series 65
Palm Springs, CA
CGN Advisors, LLC
Kyle W
CFP®, Series 65
Seahurst, WA
CGN Advisors, LLC
Justin N
CFP®
Manhattan, KS
CGN Advisors, LLC
Alison Yuk N
CFP®
Chapel Hill, NC
CGN Advisors, LLC
Brent L
CFP®, Series 65
Manhattan, KS
CGN Advisors, LLC
Matthew S
CFP®, Series 65
Manhattan, KS
CGN Advisors, LLC
Cheryl K
CFP®, Series 65
Schaumburg, IL
CGN Advisors, LLC
David W
CFP®, Series 65
Manhattan, KS
CGN Advisors, LLC
David H
CFP®, Series 65
Manhattan, KS
CGN Advisors, LLC
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