CGC FINANCIAL SERVICES
SEC RegisteredFinancial planning designed for how life actually works.
About the firm
CGC Financial Services was founded in August 2006 by Glen Clemans, who envisioned a practice where thoughtful, client-centered service was the foundation, built on integrity and collaboration. The firm guides clients through every stage of their financial lives with a commitment to doing the right thing, preparing thoroughly, and showing up when it matters. Their team brings decades of combined experience to a practice where expertise and genuine care are not mutually exclusive.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning including retirement accounts, tax strategies, estate considerations, investment allocations, debt elimination, college savings, and investment of financial windfalls, with personalized strategies tailored to each client's goals.
Who they serve
Individuals and families who are ready to engage meaningfully with their financial future, including pre-retirees planning the transition to retirement, retirees managing their wealth, individuals seeking comprehensive financial guidance, and families planning multi-generational wealth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 932 | $388M |
| High Net Worth Individuals | 208 | $461M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 1 | $638 |
| State/Municipal Entities | 7 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
43 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 – $249,999 | 1.15% |
| $250,000 – $499,999 | 1.00% |
| $500,000 – $999,999 | 0.95% |
| $1,000,000 – $1,999,999 | 0.90% |
| $2,000,000 – $4,999,999 | 0.80% |
| $5,000,000 – $9,999,999 | 0.60% |
| $10,000,000 – $24,999,999 | 0.55% |
| $25,000,000 and over | 0.35% |
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CGC FINANCIAL SERVICES has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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