Firm
CGN Advisors, LLC
Brooklyn, New York
Fee-only
CGN Advisors, LLC at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 48 employees and 1,281 individual clients, 493 of them high net worth.
- Its average account is about $398,000 (assets it manages divided by its 4,023 accounts).
- Its website says it's taking new clients.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Brooklyn, New York |
|---|---|
| Website | cgnadvisors.com |
| [email protected] | |
| Phone | (347) 889-5114 |
CGN Advisors, LLC fees
CGN Advisors, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $1.6 billion |
| Individual clients | 788 |
| High-net-worth clients | 493 |
| Accounts managed | 4,023 |
| Employees | 48 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-72913) |
| Financial planning | Offered |
| Form ADV filed | October 8, 2026 |
| SEC record | CRD 159359 |