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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Lindsay Ann AdamsRegulatory 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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Lindsay is a board member at International Farm Transitions Network, a network for professionals who assist with farm transfers and succession planning. She dedicates minimal time to this role.
Employment History
Current Registrations
Cgn Advisors, LLC
State Registrations2 states
Exams
Additional Information
Lindsay Adams is a May 2017 graduate of the Personal Financial Planning program at Kansas State University with a minor in Business. She is a lead advisor atCGN Advisors, and Lindsay is a CERTIFIED FINANCIAL PLANNER™ professional. Lindsay is also a NAPFA-Registered Financial Advisor. A NAPFA-Registered Financial Advisor is a financial planner who has earned the CERTIFIED FINANCIAL PLANNER™ certification, is a NAPFA recognized practitioner, Fee-Only, and who meets NAPFA’s rigorous standards.