SE
CFP
SE
CFP

Scott Emley

32 Years of Experience
Manhattan, KS
Sells Insurance

Scott Emley is a CFP-designated registered investment advisor at Cgn Advisors, LLC, based in Manhattan, KS, with 32 years of industry experience. Scott 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 3 more. Their firm serves 1,321 clients with $1.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
1,321 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

512 Poyntz Ave, Suite 120, Manhattan, KS, 66502

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Scott is the President of Professional Planning Services, Inc. where he does a small amount of insurance sales and service, dedicating minimal time. He also serves as a board member for several organizations, including Good Shepherd Homecare and Hospice, Shepherd's Crossing, and Sunflower Children's Collective.

Employment History
Current Registrations
Cgn Advisors, LLC
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Securities America Advisors, INC.
July 2020 - August 2022 · 2 yrs 1 mo
Securities America, INC.Broker
July 2020 - August 2022 · 2 yrs 1 mo
Investacorp Advisory Services INC
September 2008 - July 2020 · 11 yrs 10 mos
Investacorp, INC.Broker
August 1994 - July 2020 · 25 yrs 11 mos
State Registrations2 states
KSTX
Advisor

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
No exam information available for this advisor.
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