Thomas Belding is a CFP-designated registered investment advisor at Cgn Advisors, LLC, based in Chatham, NJ, with 5 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 5 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
Thomas Belding
Location
Chatham, NJ
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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.
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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
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
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