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
Chatham, NJ
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Thomas Kirby BeldingRegulatory 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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Thomas is a 30% owner of Dorie's Cottage LLC, a rental property, and a board member for two organizations: the Planning Board of Chatham Borough and the Planning Center for Independent Living, Inc. He also serves as a trustee for the Jean Belding Fay Trust, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Cgn Advisors, LLC
State Registrations1 state
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