Firm
CGC Financial Services
Lake Oswego, Oregon
Fee-only
CGC Financial Services at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 7 advisors are listed here; 1 of 7 hold the CFP.
- Its Form ADV reports 13 employees and 1,140 individual clients, 208 of them high net worth.
- Its average account is about $282,000 (assets it manages divided by its 3,103 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Lake Oswego, Oregon |
|---|---|
| Website | cgcfinancialservices.com |
| Phone | (503) 670-1958 |
CGC Financial Services fees
CGC Financial Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $876 million |
| Individual clients | 932 |
| High-net-worth clients | 208 |
| Accounts managed | 3,103 |
| Employees | 13 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-78845) |
| Financial planning | Offered |
| Form ADV filed | August 20, 2026 |
| SEC record | CRD 155446 |