Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CGN Advisors, LLC offers various fee arrangements, including hourly (up to $600/hour for financial planners, up to $150/hour for paraplanners), fixed fees for projects (typically $300 to $8,000 annually), and retainer fees ($480 to $8,000 per year). Asset-based fees for investment management programs do not exceed 1.00% and are negotiable. Pension consulting fees are up to 1% of plan assets, plus up to $2,000 annually to the Plan Sponsor. Fees are negotiable based on the scope and complexity of services.
Areas of Practice
Advisor Information
Office location
512 Poyntz Ave, Suite 120, Manhattan, KS, 66502
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Diane Marie PearsonRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Diane is part of the leadership team for 100 Women Who Care Pittsburgh, a charitable giving circle, and serves on the Board of Advisors for the Finance department at Robert Morris University. She is also a member of the Garrett Planning Network Alliance.
Employment History
Current Registrations
Cgn Advisors, LLC
Previous Registrations
Emergingwealth Investment Management, INC.
Legend Financial Advisors INC
State Registrations1 state
Exams
Additional Information
Diane M. Pearson, CFP™, PPC™, CDFA™ is an Advisor with Pearson Financial Planning. She has over 30-years of experience in the financial advisory profession. Diane specializes in working with women who are going through transition, such as divorce, death, retirement, inheritance, or a career change.