AS
CFP

Amy Lynn Shappell

14 Years of Experience

Firm Information

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

Seattle, WA

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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
April 2025 - Present · 9 mos
Previous Registrations
Garrett Investment Advisors, LLC
June 2020 - January 2021 · 7 mos
Juetten Personal Financial Planning, LLC
August 2012 - September 2020 · 8 yrs 1 mo
LPL Financial LLC
July 2010 - August 2012 · 2 yrs 1 mo
Mercer Global Advisors INC.
July 2008 - May 2010 · 1 yr 10 mos
Mercer Advisors
August 2006 - June 2008 · 1 yr 10 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.