CGN ADVISORS, LLC
SEC RegisteredHourly, Fee-Only Financial Planning that is Aligned with Your Life Goals
About the firm
Cheryl Ober Financial Planning is an Investment Advisor Representative of CGN Advisors, LLC, a fee-only SEC-Registered Investment Advisor with an office located in Minneapolis, Minnesota. As an independent, Fee-Only advisor, the firm works solely for its clients, providing objective advice without receiving commissions or managing investment accounts. The firm specializes in helping couples create a cohesive plan for retirement.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personal Financial Planning, Investment Consultation, Retirement Planning and Projections, Tax Planning, Cash Flow Planning, Debt Management, Social Security & Medicare Planning, Long-term Care & Retirement Living Planning, Life Insurance Needs Analysis, Estate Planning, and Ongoing Annual Financial Check-Ins.
Who they serve
Couples planning for retirement, with no minimum account balance and no net worth requirements; clients may engage on a one-time, as-needed, or ongoing basis.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 788 | $282M |
| High Net Worth Individuals | 493 | $1.2B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 25 | $25M |
| State/Municipal Entities | 7 | — |
| Insurance Companies | 1 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
999 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
38 advisors in the directory
Regulatory & compliance
Data as of April 7, 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. CGN ADVISORS, LLC 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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