David Walz is a CFP-designated registered investment advisor at Cgn Advisors, LLC, based in Oak Park, IL, with 28 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Asset-based fees vary and do not exceed 1.00%. Fees are negotiable based on factors such as scope, complexity, and the assigned investment advisor representative. A tiered or blended rate structure may apply.
Fee Estimator
Contact
David Walz
Location
830-A North Blvd., Oak Park, IL, 60301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is the Secretary of the Foundation Board at LCFS of Illinois, dedicating minimal time. He is also the Treasurer at St. John Lutheran Church, spending about 10-20% of his time on this role.
Employment History
Current Registrations
Cgn Advisors, LLC
Previous Registrations
Arcadia Financial Strategies, INC.
State Registrations2 states
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
At Arcadia Financial Strategies, our objective is to help you achieve the financial and personal goals that matter the most to you We begin by listening to your goals and concerns. We design a personalized financial plan and recommend creative solutions. On an on-going basis, we can help you remain on track to reach your goals and deal with changes in your financial life. Our approach is professional, holistic, and confidential.
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