SC
CFP

Steven Philip Cahoy

3 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
22 advisors
Number of Clients
2,130 clients
Average Client Portfolio
$574K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$180K
Financial Plan Fee:$100 - $20,000
Hourly Rate:Up to $500/hr

ACG charges fees for investment management based on a percentage of assets under management, up to 1.75%. Referral advisors may receive up to 50% of ACG's management fee. Flat Fee – Outside Account Advice is $150 per outside account annually. Financial planning fees are billed hourly (up to $500/hour), fixed (up to $20,000), or as a percentage of assets under advisement (up to 1.75%), with a minimum fee of $100, which is negotiable. Retirement Plan Advisory fees are a maximum of 1.0% of plan assets, with a minimum fee of $500, also negotiable. Estate planning fees range from $125 to $1,250. Tax preparation fees start at $400 for a simple return.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

3540 Prairieview Street, Suite 200, Grand Island, NE, 68803

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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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Employment History
Current Registrations
Allen Capital Group, LLC
July 2022 - Present · 3 yrs 6 mos
Previous Registrations
Northwestern Mutual Investment Services, LLC Broker
May 2021 - December 2021 · 7 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.
Steven Philip Cahoy - Financial Advisor | AdvisorDiscover