Gregory Pierce is a CFP-designated registered investment advisor at Cgn Advisors, LLC, based in Clayton, MO, with 14 years of industry experience. Gregory 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
Gregory Pierce
Location
231 S Bemiston Ave Ste 800, Clayton, MO, 63105
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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 →Employment History
Current Registrations
Cgn Advisors, LLC
Previous Registrations
Pierce Financial Strategies, LLC
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
Greg earned a BA from St. Louis University and an MBA from Washington University in St. Louis. He was inducted into the Beta Gamma Sigma Honor Society based on his academic achievement at Washington University, where he also received the Professional Achievement Award “for the graduating MBA student who has best exemplified the qualities of integrity, loyalty to friends and country, courage, intelligence, and high standards of personal conduct.”
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