Yelisey Kuts
Yelisey Kuts is a CFP-designated registered investment advisor at Cg Advisory Services, based in Frisco, TX, with 9 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
1 Cowboys Way Suite 300, Frisco, TX, 75034
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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 →Other Business ActivitiesSells Insurance
Yelisey assists in the sale of fixed insurance and fixed indexed annuities as an agent for Haven Financial Group since 2015, and All Things Financial LLC since 2017. Each role takes about a quarter of his time.
Employment History
Current Registrations
Cg Advisory Services
Guardian Wealth Strategies, LLC
Previous Registrations
Brokers Financial
State Registrations2 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
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