Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
69 advisors
Number of Clients
17,945 clients
Average Client Portfolio
$224K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
Minimum Annual Fee:$3,000
Financial Plan Fee:$400 - $5,000
Hourly Rate:Up to $300/hr

CG Advisory Services charges fees based on a flat annual fee, a fixed fee, or a percentage of assets under management, with a maximum of 2.50% (Adviser Fee + CGAS Administrative fee). There is a minimum annual fee of $3,000 for households with less than $250,000 of adviser-managed assets, which is negotiable. They also offer a hybrid fee structure combining AUM and a flat fee for specific services like financial planning or tax planning. Financial planning services are offered on an hourly basis (up to $300/hour) or a fixed fee basis ($400 to $5,000, negotiable based on net worth and complexity). Engagement fees may also apply, up to $3,500 one-time or $10,000 annually, depending on the complexity of the client relationship.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

12940 Harriet Ave S, #102, Burnsville, MN, 55337

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Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Yelisey assists in the sale of fixed insurance and fixed indexed annuities as an agent for Haven Financial Group since 2015, and All Things Financial LLC since 2017. Each role takes about a quarter of his time.

Employment History
Current Registrations
Cg Advisory Services
July 2025 - Present · 6 mos
Guardian Wealth Strategies, LLC
August 2018 - Present · 7 yrs 5 mos
Previous Registrations
Brokers Financial
January 2017 - September 2018 · 1 yr 8 mos
State Registrations2 states
MNTX
Advisor
Exams
No exam information available for this advisor.