John Bush is a CFP-designated registered investment advisor at Cgn Advisors, LLC, based in Rockford, MI, with 9 years of industry experience. John 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 4 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
John Bush
Location
Rockford, MI
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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 Activities
John is the owner and a business consultant at Bush Consultants, providing consulting services to business owners. This takes about 10-20% of his time.
Employment History
Current Registrations
Cgn Advisors, LLC
Previous Registrations
Schwallier Wealth Management
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
I live in Rockford, Michigan with my wife, Bethany, and our two young children. I enjoy spending time with friends and family, time in nature, and all things basketball, including following the Detroit Piston’s long trip back to relevancy. I also enjoy volunteering and teaching middle school youth at City Church Rockford.
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