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
Biltmore Office Plaza, 2942 N. 24th St. #114, Phoenix, AZ, 85016
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Cheryl a KruegerRegulatory 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 →Other Business Activities
Cheryl is a managing member of Growing Fortunes Financial Partners LLC, providing administrative support including managing vendor contracts and expenses. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Cgn Advisors, LLC
Previous Registrations
Growing Fortunes Financial Partners LLC
State Registrations2 states
Exams
Additional Information
Cheryl Krueger brings over 25 years of experience in financial analysis, problem solving and insight to your planning needs. After a successful actuarial career, Cheryl decided she wanted to work directly with individuals to help them create their own financial success. Cheryl started Growing Fortunes Financial Partners LLC in 2007 to help middle-class individuats with their financial planning needs. Cheryl works to help you understand your current position with respect to reaching your goals, and helps you determine the most important actions to take now to give you a greater chance of meeting those goals.