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CGN Advisors, LLC logo — An independent, fee-only financial planning and SEC-register...

CGN Advisors, LLC

An independent, fee-only financial planning and SEC-registered investment advisor (RIA) firm with a fiduciary focus.

Founded 2011 United States Manhattan, United States 42 employees Finance, Financial Services

General Information

Company Name CGN Advisors, LLC
Founded Year 2011
Location United States Manhattan, United States
Employees 42
Industries Finance, Financial Services
Business Model B2C, Platform, B2B2C
Revenue Model Service Fee, Subscription, Tiered Pricing
Social

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About CGN Advisors, LLC

CGN Advisors, LLC, founded in 2011 and headquartered in the United States, is an independent, fee-only financial planning and SEC-registered investment advisor (RIA) firm. Their approach is built on a fiduciary focus, ensuring that the firm prioritizes clients' needs by abstaining from selling investments or insurance products, and thus, avoiding commissions or kickbacks.

Located in Manhattan, KS, CGN Advisors serves a varied client base, from young adults and small business owners to medical professionals and retirees. The company’s aim is to deliver expert investment advice and reliable guidance, helping clients grow and protect their wealth through informed financial decisions.

Their network extends support to nearly 40 partner advisor offices with a turnkey RIA platform, streamlining operations, billing, technology, marketing, compliance, and investment management. This enables partnered advisors to focus more on financial planning for their clients.

Business keywords: Financial Planning, Investment Management, Retirement Planning, Business Consulting, Trust Administration, Wealth Management, Charitable Planning, Tax Planning, Tax Preparation, Fiduciary Focus, Independent Fee-Only Advisor, SEC-Registered Investment Advisor, Turnkey RIA Platform, Client-Centric Approach

Services & Products

Financial Planning
Investment Management
Tax Preparation and Planning
Retirement Income Planning
Equity Compensation Guidance
Business Advisory Services
Estate Planning Strategies

Target Customers

Pre-Retirees and Retirees Corporate Executives Small Business Owners Individuals and Families Early Wealth Builders

No funding data available for CGN Advisors, LLC yet.

CGN Advisors, LLC Alternatives & Competitors

View All Alternatives
CGN Advisors, LLC vs
Advance Capital Management, Inc.
Advance Capital Management, Inc. United States

Fee-only financial planning and investment management services designed to help you achieve your fin...

55 employees
Finance, Financial Services
CGN Advisors, LLC vs
Callahan Financial Planning
Callahan Financial Planning United States

Fee-only financial advisors in Omaha & Lincoln, NE and San Francisco, CA.

Series A
4 employees
Finance, Financial Services
CGN Advisors, LLC vs
Total Wealth Advisors, LLC
Total Wealth Advisors, LLC United States

We provide comprehensive Wealth Management Services to Individuals, Families, and Business Owners

2 employees
Finance, Financial Services
View all alternatives

FAQ About CGN Advisors, LLC

An independent, fee-only financial planning and SEC-registered investment advisor (RIA) firm with a fiduciary focus.
CGN Advisors, LLC was founded in 2011.
CGN Advisors, LLC is headquartered in Manhattan, United States.
CGN Advisors, LLC operates in Finance and Financial Services. Its work centres on Financial Planning, Investment Management, Retirement Planning and Business Consulting. Its customers include Pre-Retirees and Retirees, Corporate Executives and Small Business Owners.
CGN Advisors, LLC has a B2C, Platform and B2B2C business model. Its revenue comes from Service Fee, Subscription and Tiered Pricing.
CGN Advisors, LLC has approximately 42 employees.
CGN Advisors, LLC offers: Financial Planning, Investment Management, Tax Preparation and Planning, Retirement Income Planning, Equity Compensation Guidance, Business Advisory Services, Estate Planning Strategies.
Top alternatives and competitors to CGN Advisors, LLC include Advance Capital Management, Inc., Callahan Financial Planning, Total Wealth Advisors, LLC, Braun-Bostich & Associates, Inc., Bonfire Financial. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
CGN Advisors, LLC and Advance Capital Management, Inc. are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for CGN Advisors, LLC, https://bouncewatch.com/company/cgn-advisors-llc, updated 11 April 2026. When citing, please name BounceWatch and link this page.

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