Sheila Rae Stowers
SS

Sheila Rae Stowers

19 Years of Experience

Firm Information

Sheila Rae Stowers
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
39 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
39 advisors
Number of Clients
1,214 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.3B

Fee Structure

Financial Plan Fee:$300 - $8,000
Hourly Rate:$150 - $600/hr

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
Retirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingInvestment ManagementTax Planning
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Advisor Information

Office location

512 Poyntz Ave, Suite 120, Manhattan, KS, 66502

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Sheila Rae Stowers
SS
Contact
Sheila Rae Stowers
Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Cgn Advisors, LLC
January 2012 - Present · 14 yrs
Previous Registrations
Charles Schwab & Co., INC.
February 2009 - November 2009 · 9 mos
Dimensional Fund Advisors LP
October 2007 - November 2008 · 1 yr 1 mo
Cue Financial Group, INC.
December 2006 - October 2007 · 10 mos
Strategic Advisers, INC.
January 2001 - January 2004 · 3 yrs
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Sheila Rae Stowers
SS
Contact
Sheila Rae Stowers