Thomas Kirby Belding

CFP

Cgn Advisors, LLC

4 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate PlanningEducation PlanningTax Planning

Cgn Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

39 advisors

Number of Clients

1,214 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$1.3B

Fee Structure

Minimum Investment:$5K

Contact

Thomas Kirby 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.

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.