Matthew Schlossman
Advisor at CGN Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at CGN Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Manhattan, KS 66502
Credentials
CFP®, Series 65
Industry experience
4 years
Matthew Schlossman is a CFP® with four years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC. Prior to joining CGN Advisors in 2025, he worked at Aspyre Wealth Partners for five years. His background also includes roles outside finance, such as positions at Powercat Sports Grill and Kansas State University. CGN Advisors, LLC provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. The firm uses a variety of asset-allocation strategies and tax-aware investment vehicles, offering both discretionary and non-discretionary advice while maintaining relationships with institutional third-party managers.
Based on CGN Advisors, LLC
Based on CGN Advisors, LLC
Fixed fee for financial planning, investment consultation, real-time planning, tax preparation services typically ranging from $300 to $8,000 annually; educational workshops $25 to $200 per attendee.
$0 - $500,000: 1.00% $500,000+: 0.75%
Up to $600 per hour for Financial Planner; Up to $150 per hour for Paraplanner
Retainer fee engagements ranging from $480 to $8,000 per year, payable monthly or quarterly.
Account minimum: $5,000 to $250,000 for most investment supervisory services accounts Fee-only: Fee-only advisory services; no commissions or mark-ups on securities transactions; no trailer or Rule 12b-1 fees received.
512 Poyntz Ave, Suite 120
Manhattan, KS 66502
Kansas · Texas
CGN Advisors, LLC
2025 - Present (1 year)
Aspyre Wealth Partners
2021 - 2025 (4 years)
Aspyre Wealth Partners
2020 - 2021 (1 year)
Powercat Sports Grill
2020 - 2020 (1 year)
Powercat Financial
2019 - 2020 (1 year)
Unemployed
2019 - 2020 (1 year)
Eat Street
2019 - 2019 (1 year)
Unemployed
2019 - 2019 (1 year)
Kansas State University
2018 - 2019 (1 year)
Unemployed
2018 - 2019 (1 year)
Student
2017 - 2018 (1 year)
Kansas Lottery
2017 - 2018 (1 year)
Kansas Lottery
2015 - 2017 (2 years)
Shawnee County Parks & Rec
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")