CGN ADVISORS

CGN Advisors is a "silo" structured advisory firm, which is defined as multiple advisor offices using a shared platform, technology stack, home office staff and resources, but where each advisor within the firm has their own clients, for which they are individually compensated. Practically speaking, Fee-Only financial planners join CGN Advisors and the firm takes many of the operations, billing, technology, marketing, compliance and investment management functions off their plate so they can spend more time focusing on what truly matters-financial planning for their clients... CGN Advisors was founded in 2011, as a Fee-Only SEC registered investment advisor (RIA) firm. Originally named Garrett Investment Advisors, the firm was founded by Sheryl Garrett (Founder of the Garrett Planning Network) and Justin Nichols (who started working with Sheryl in 2003).

Also known as: CGN Advisors, LLC

Primary location: Manhattan United States