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
5038 Luverne Avenue, Minneapolis, MN, 55419
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Cheryl Anne OberRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Cgn Advisors, LLC
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations3 states
Exams
Additional Information
Cheryl Ober Financial Planning is a fee only financial planning firm, specializing in helping people navigate changes in their financial situation during periods of transition. I like to work with people in the years before retirement, helping them understand how their decisions and actions can impact their retirement picture. I charge hourly fees and also have package pricing. I do not require my clients to have a minimum net worth or amount of investable assets, as I believe that all people should have access to competent financial advice.