John Colin Bush
JB
CFP

John Colin Bush

8 Years of Experience

Firm Information

John Colin Bush
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

Rockford, MI

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John Colin Bush
JB
Contact
John Colin Bush
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 Activities

John is the owner and a business consultant at Bush Consultants, providing consulting services to business owners. This takes about 10-20% of his time.

Employment History
Current Registrations
Cgn Advisors, LLC
June 2019 - Present · 6 yrs 7 mos
Previous Registrations
Schwallier Wealth Management
June 2017 - April 2019 · 1 yr 10 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Additional Information

I live in Rockford, Michigan with my wife, Bethany, and our two young children. I enjoy spending time with friends and family, time in nature, and all things basketball, including following the Detroit Piston’s long trip back to relevancy. I also enjoy volunteering and teaching middle school youth at City Church Rockford.

John Colin Bush
JB
Contact
John Colin Bush