Carrie Kulig is a CFA, CFP-designated registered investment advisor at Cgn Advisors, LLC, based in Nashua, NH, with 14 years of industry experience. Carrie 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
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
Carrie Kulig
Location
Nashua, NH
Get directionsHistory
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
Carrie advises the Holyoke Civic Symphony on treasury functions and consults on business strategy for CrowdBureau, LLC, a data and analytics provider for peer-to-peer lending. She spends minimal time on the symphony and about 10-20% of her time on CrowdBureau during trading hours.
Employment History
Current Registrations
Cgn Advisors, LLC
State Registrations3 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
More Advisors
- Ian Tollefsen, CFPConsolidated Portfolio Review CORP
- Jared Anderson, CFP, ChFCLPL Financial LLC
- Carl Hefflefinger, CFPCommonwealth Financial Network
- Andrew Dumais, CFPStrategic Advisers LLC
- Nikki Abbott, CFPStrategic Advisers LLC
- Craig Johnson, CFPCitizens Securities, INC.