CG
CFA · CFP
CG
CFA · CFP

Clint Gossage

8 Years of Experience
Scottsdale, AZ

Clint Gossage is a CFA, CFP-designated registered investment advisor at Cmg Financial Consulting, based in Scottsdale, AZ, with 8 years of industry experience. Clint operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 118 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
118 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$149.6M

Fee Structure

Planning is included in investment management

Clients utilizing the Early Investor, Foundation Builder or Financially Independent plans receive portfolio management services at no additional charge. These plans range from $450 to $1250 per month and include financial planning and investment recommendations.

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Location

Scottsdale, AZ

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Clint provides tax preparation and accounting services through CMG Financial Consulting, LLC. He does not have physical custody of client accounts.

Employment History
Current Registrations
Cmg Financial Consulting
April 2017 - Present · 9 yrs 1 mo
State Registrations5 states
AZCAILLATX
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.
Clint Gossage - Financial Advisor | TrueAdvisor