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CFP
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CFP

Daniel Mcpherson

Cg Advisory Services
21 Years of Experience
Idaho Falls, ID
4 DisclosuresMay Earn CommissionSells Insurance
View SEC Summary
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Daniel Mcpherson is a CFP-designated registered investment advisor at Cg Advisory Services, based in Idaho Falls, ID, with 21 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 5,614 clients with $4.6B in assets under management.

Cg Advisory Services
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
5,614 clients
Average Client Portfolio
$827K average
Assets Under Management
$4.6B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum total fee of 2.50% includes advisory fee of up to 2.00% and administrative fee of up to 0.50%. Certain strategies include additional manager fees up to 0.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2240 Saratoga Dr, Idaho Falls, ID, 83404

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2023
Settled
Customer Dispute
July 2020
Settled
Customer Dispute
March 2016
Denied
Customer Dispute
August 2013
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Daniel operates Strategic Wealth Concepts for fixed insurance and securities business. He also owns McPherson Properties (real estate) and Claymore Tactical LLC (sporting goods sales), and sells fixed insurance products including life, disability, annuities, and long-term care, dedicating a few hours per week to each of the real estate and sporting goods businesses, and about 10-20% of his time to insurance sales.

Employment History
Current Registrations
Cg Advisory Services
April 2018 - Present · 8 yrs 6 mos
Previous Registrations
Cetera Advisors LLC
February 2012 - April 2018 · 6 yrs 2 mos
Cetera Advisors LLCBroker
February 2012 - April 2018 · 6 yrs 2 mos
Pacific West Financial Consultants INC
January 2011 - February 2012 · 1 yr 1 mo
Pacific West Securities, INC.Broker
January 2011 - February 2012 · 1 yr 1 mo
Spc
June 2007 - January 2011 · 3 yrs 7 mos
Sammons Securities Company, LLCBroker
June 2007 - January 2011 · 3 yrs 7 mos
Securities America Advisors, INC.
February 2006 - June 2007 · 1 yr 4 mos
Securities America, INC.Broker
February 2006 - June 2007 · 1 yr 4 mos
Securian Financial Services, INC.
July 2005 - February 2006 · 7 mos
Securian Financial Services, INC.Broker
June 2005 - February 2006 · 8 mos
State Registrations1 state
ID
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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