Thomas Kirby Belding
TB
CFP
Thomas Kirby Belding
TB
CFP

Thomas Belding

4 Years of Experience

Thomas Belding is a CFP-designated registered investment advisor at Cgn Advisors, LLC, based in Chatham, NJ, with 4 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 3 more. Their firm serves 1,321 clients with $1.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
1,321 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.6B

Fee Structure

Investment management only (planning not offered)

CGN Advisors offers investment supervisory services where they manage your investments. The fees vary and do not exceed 1.00% annually, based on the value of your portfolio. The exact fee schedule will be detailed in your advisory agreement. Fees are negotiable based on the complexity of the services and the advisor assigned to your account. Fees are billed monthly or quarterly, in arrears.

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Thomas Kirby Belding
TB
Thomas Belding

Location

Chatham, NJ

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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

Thomas is a 30% owner of Dorie's Cottage LLC, a rental property, and a board member for two organizations: the Planning Board of Chatham Borough and the Planning Center for Independent Living, Inc. He also serves as a trustee for the Jean Belding Fay Trust, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Cgn Advisors, LLC
July 2021 - Present · 4 yrs 9 mos
State Registrations1 state
NJ
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.
Thomas Kirby Belding
TB
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Thomas Belding