Steven Ferger is a CFP-designated registered investment advisor at Cgn Advisors, LLC, based in Palm Springs, CA, with 10 years of industry experience. Steven 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
Steven Ferger
Location
926 N Riverside Drive, Palm Springs, CA, 92264
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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
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
Steve Ferger, CFP®, is a financial planner and investment advisor based in Palm Springs, California.
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