DM
CFP

Daniel George Mcpherson

20 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
69 advisors
Number of Clients
17,945 clients
Average Client Portfolio
$224K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
Minimum Annual Fee:$3,000
Financial Plan Fee:$400 - $5,000
Hourly Rate:Up to $300/hr

CG Advisory Services charges fees based on a flat annual fee, a fixed fee, or a percentage of assets under management, with a maximum of 2.50% (Adviser Fee + CGAS Administrative fee). There is a minimum annual fee of $3,000 for households with less than $250,000 of adviser-managed assets, which is negotiable. They also offer a hybrid fee structure combining AUM and a flat fee for specific services like financial planning or tax planning. Financial planning services are offered on an hourly basis (up to $300/hour) or a fixed fee basis ($400 to $5,000, negotiable based on net worth and complexity). Engagement fees may also apply, up to $3,500 one-time or $10,000 annually, depending on the complexity of the client relationship.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

2240 Saratoga Dr, Idaho Falls, ID, 83404

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Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2023
Settled
Customer Dispute
July 2020
Settled
Customer Dispute
March 2016
Denied
Customer Dispute
August 2013
Settled
Other Business ActivitiesSells Insurance

Daniel operates Strategic Wealth Concepts for fixed insurance and securities business. He also owns McPherson Properties (real estate) and Claymore Tactical LLC (sporting goods sales), and sells fixed insurance products including life, disability, annuities, and long-term care, dedicating a few hours per week to each of the real estate and sporting goods businesses, and about 10-20% of his time to insurance sales.

Employment History
Current Registrations
Cg Advisory Services
April 2018 - Present · 7 yrs 9 mos
Previous Registrations
Cetera Advisors LLC
February 2012 - April 2018 · 6 yrs 2 mos
Cetera Advisors LLCBroker
February 2012 - April 2018 · 6 yrs 2 mos
Pacific West Financial Consultants INC
January 2011 - February 2012 · 1 yr 1 mo
Pacific West Securities, INC.Broker
January 2011 - February 2012 · 1 yr 1 mo
Spc
June 2007 - January 2011 · 3 yrs 7 mos
Sammons Securities Company, LLCBroker
June 2007 - January 2011 · 3 yrs 7 mos
Securities America Advisors, INC.
February 2006 - June 2007 · 1 yr 4 mos
Securities America, INC.Broker
February 2006 - June 2007 · 1 yr 4 mos
Securian Financial Services, INC.
July 2005 - February 2006 · 7 mos
Securian Financial Services, INC.Broker
June 2005 - February 2006 · 8 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.
Daniel George Mcpherson - Financial Advisor | AdvisorDiscover