CGN Advisors, LLC fees and pricing
Financial planner in Manhattan, Kansas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 13, 2026, CGN Advisors, LLC charges an annual fee of $480-$8,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $480-$8,000/yr
“The fee typically ranges from $480 to $8,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How CGN Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our published fees are negotiable; however, our firm does not permit IARs to charge fees above the firm’s advertised fee schedule.”
- “The hourly rate will be billed in six-minute increments (1/10th of an hour) and based on the associate with whom you are working, their experience level, and the scope and complexity of your engagement and your financial profile.”
- “We may also assess a fixed fee for our educational workshops, that is payable by the individual attendee or the workshop sponsor, such as an association or employer.”
How CGN Advisors, LLC’s fees compare
- Its annual fee of $480-$8,000 spans the Kansas median of $5,050. 38% of the 21 other Kansas planners that publish an annual fee charge less.
About CGN Advisors, LLC
“Our primary focus is providing financial planning services, which includes such areas as cash flow and budgeting, education funding, retirement planning, risk management and estate planning.”
- Firm size: 49 employees.
- Registered as an adviser: 2011 (15 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 1,281
- Employees
- 49
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, other investment advisers, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $1,600,884,203
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 159359
- Phone
- (910) 333-6659
Can advise clients in 44 states: Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Iowa, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, Wyoming
Other planners in Manhattan that publish fees
- Abundance Wealth ManagementManhattan$250/hr, $3,000
- No Coast Financial GroupManhattan$350/hr, $500-$5,000
- Agh Wealth Advisors, LLCWichita$350/hr
- Allos Investment Advisors, LLCOverland Park$150/mo, $1,800/yr
- Artisan Financial PlanningOverland Park$250/hr, $2,500-$10,000
- Aspen Wealth Management, Inc.Overland Park$125/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.