Brent Eugene Lince
BL
CFP

Brent Eugene Lince

14 Years of Experience

Firm Information

Brent Eugene Lince
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

Hillsboro, OR

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Brent Eugene Lince
BL
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Brent Eugene Lince
Regulatory History (2)
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Regulatory
March 2011
Final
Civil Bond
June 2010
Other Business Activities

Brent is a consultant for Dale Hadley at The H Group, providing technical consulting on MoneyGuidePro, dedicating a few hours per week. Brent also serves as a volunteer member of the elder board at Harvest Community Church, spending minimal time outside trading hours.

Employment History
Current Registrations
Cgn Advisors, LLC
January 2012 - Present · 14 yrs
Previous Registrations
Lince Financial Planning, LLC
May 2011 - January 2012 · 8 mos
State Registrations2 states
ORTX
Advisor
Exams
No exam information available for this advisor.
Brent Eugene Lince
BL
Contact
Brent Eugene Lince
Brent Eugene Lince - Financial Advisor | AdvisorDiscover