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
231 S Bemiston Ave Ste 800, Clayton, MO, 63105
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Gregory Samuel PierceRegulatory 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 →Employment History
Current Registrations
Cgn Advisors, LLC
Previous Registrations
Pierce Financial Strategies, LLC
State Registrations1 state
Exams
Additional Information
Greg earned a BA from St. Louis University and an MBA from Washington University in St. Louis. He was inducted into the Beta Gamma Sigma Honor Society based on his academic achievement at Washington University, where he also received the Professional Achievement Award “for the graduating MBA student who has best exemplified the qualities of integrity, loyalty to friends and country, courage, intelligence, and high standards of personal conduct.”