Diane Pearson is a CFP-designated registered investment advisor at Cgn Advisors, LLC, based in Manhattan, KS, with 27 years of industry experience. Diane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,321 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CGN Advisors offers investment supervisory services where they manage your investments. The fees vary and do not exceed 1.00% annually, based on the value of your portfolio. The exact fee schedule will be detailed in your advisory agreement. Fees are negotiable based on the complexity of the services and the advisor assigned to your account. Fees are billed monthly or quarterly, in arrears.
Contact
Diane Pearson
Location
512 Poyntz Ave, Suite 120, Manhattan, KS, 66502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Diane is part of the leadership team for 100 Women Who Care Pittsburgh, a charitable giving circle, and serves on the Board of Advisors for the Finance department at Robert Morris University. She is also a member of the Garrett Planning Network Alliance.
Employment History
Current Registrations
Cgn Advisors, LLC
Previous Registrations
Emergingwealth Investment Management, INC.
Legend Financial Advisors INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Diane M. Pearson, CFP™, PPC™, CDFA™ is an Advisor with Pearson Financial Planning. She has over 30-years of experience in the financial advisory profession. Diane specializes in working with women who are going through transition, such as divorce, death, retirement, inheritance, or a career change.