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
512 Poyntz Ave, Suite 120, Manhattan, KS, 66502
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Theresa Lynn RowlandRegulatory 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 ActivitiesSells Insurance
Theresa maintains life and health insurance licenses in Illinois and Arizona, primarily to fulfill continuing education requirements. She dedicates minimal time outside of trading hours to this activity and has never sold insurance through the firm.
Employment History
Current Registrations
Cgn Advisors, LLC
Previous Registrations
Buckingham Strategic Wealth
Solutions for Wealth Management, LLC
State Registrations2 states
Exams
Additional Information
T Rowland Financial Services (TRFS) provides hourly, as-needed financial planning and consultative services. TRFS partners with individuals, couples, and small businesses. Our time together and services provided can range from a single meeting to address a specific area such as portolio reviews, 401(k) investment fund choice evaluations, to continuous on-going services such as broad-based and retirement planning, portfolio constructions, investment advice, and assisting with company-sponsored retirement plans that encompass all aspects of your financial life.