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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Douglas Neil BellfyRegulatory 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.
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Douglas is a board member and treasurer for a local homeowners association, dedicating minimal time to this unpaid position. Douglas is also a licensed insurance agent but is not appointed with any insurance carrier and does not sell insurance products.
Employment History
Current Registrations
Cgn Advisors, LLC
State Registrations3 states
Exams
Additional Information
Synergy Financial Planning's Investment philosophy is based on Modern Portfolio Theory and other teachings of Nobel Prize winning economists. Following this philosophy, we develop a diversified portfolio of asset classes using low cost index funds with the aim of maximizing return for a given risk level. The portfolio design focuses on your situation; your goals; and your willingness, ability and need to take risk.