Chad Chase
CGN Advisors, LLC · Brooklyn, New York
Chad Chase is a fee-only financial advisor at CGN Advisors, LLC in Brooklyn, New York, who holds the CFP, MBA and CFA credentials. Chad charges an ongoing planning fee (typically works with clients with $700,000 or more) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
Facts
| Firm | CGN Advisors, LLC |
|---|---|
| Based in | Brooklyn, New York |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Typically works with clients with $700,000 or more |
| Accepting new clients | Yes |
| Assets under management | $1.60B across 4,023 accounts |
| Credentials | CFP · MBA · CFA · BA · CPA/PFS · CIMA · ChSNC · CDFA · RFC · EA |
| SEC registration | Investment adviser representative in KS, TX · CRD 6612151 |
| Exams passed | Series 65 (2016) |
| Firm size | 48 employees |
| Disclosures | None reported |
| Website | cgnadvisors.com |
How Chad's firm compares
- CGN Advisors, LLC's average account is about $398,000, from its Form ADV (assets managed divided by 4,023 accounts).
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Questions about Chad
Is Chad Chase a fee-only financial advisor?
Yes. Chad Chase is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Chad's firm.
How does Chad charge for financial advice?
Chad charges an ongoing planning fee.
How much does Chad charge?
According to CGN Advisors, LLC's website, checked October 28, 2026: typically works with clients with $700,000 or more.
Where is Chad Chase based?
Chad Chase is based in Brooklyn, New York.
What does Chad specialize in?
Chad's specialties include retirement planning, tax planning and estate & legacy planning. Chad works with retirees, pre-retirees and executives.
What credentials does Chad Chase hold?
Chad Chase holds the CFP, MBA, CFA, BA, CPA/PFS, CIMA, ChSNC, CDFA, RFC and EA credentials.
Is Chad Chase registered with the SEC?
Yes. Chad Chase is registered as an investment adviser representative in KS and TX (CRD 6612151), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does CGN Advisors, LLC manage?
CGN Advisors, LLC reports $1.60B across 4,023 accounts in assets under management.
How do I contact Chad Chase?
Through Chad's website, cgnadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- CGN Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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