CGI Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$123,475,298
Clients
118
Advisors
2
of 2 employees
About
CGI Wealth Advisors provides investment advisory and financial planning services to individual and business clients (excluding 401(k)/403(b) plan sponsors), delivering ongoing discretionary portfolio management and related goal‑based planning. The firm reports approximately $129 million in assets under management as of December 31, 2025, across roughly 121 client accounts and operates with a small advisory team.
The firm’s investment process centers on asset allocation and diversification principles grounded in Modern Portfolio Theory, with portfolio construction informed by third‑party research such as Morningstar and advisor credentials including AIF designations. Ongoing services include quarterly monitoring and rebalancing, tax‑aware implementation (cost basis and taxable event management), and management of systematic withdrawals and required minimum distributions to align portfolios with clients’ risk tolerances and funding needs.
Noteworthy elements disclosed in the brochure include the firm’s membership in a group of related companies — identified as The Conestoga Group, Inc. and an affiliated adviser that focuses on retirement plans — and that principals are licensed insurance agents and the group engages in insurance brokerage activities, which may result in insurance commission income. The firm also describes a multi‑year stock redemption succession plan and an institutional relationship with a digital custodial platform (Altruist), arrangements it discloses as material to clients.
Client services
Expertise
Fee options
One-time fees for services such as Needs Analysis or Asset Allocation Strategy (may be waived if ongoing advisory relationship is established)
$0 - $500,000: 1% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.50% $2,000,001+: 0.25%
Hourly consulting fees may apply for unique or specific services
Minimum fee: No minimum fee
Main office
Swedesford Corporate Center, 601 Swedesford Road
Frazer PA 19355
Advisors at this office
2
Most active in
Delaware · New Jersey · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
Advisors at this firm
Aaron H
Series 63
Frazer, PA
CGI Wealth Advisors, Inc.
Aaron Harken is a financial advisor with CGI Wealth Advisors, Inc. He holds a Series 63 designation and has 29 years of industry experience. Prior to joining CGI Wealth Advisors in 2020, he worked at Commonwealth Financial Network for 10 years and has been associated with The Conestoga Group since 2000. In addition to his advisory role, he is involved in fixed insurance sales as an agent with The Conestoga Group. CGI Wealth Advisors provides investment advisory and financial planning services to individual and business clients excluding 401(k)/403(b) plan sponsors. The firm manages approximately $129 million in assets and emphasizes asset allocation and diversification based on Modern Portfolio Theory, with ongoing portfolio monitoring, tax-aware implementation, and systematic withdrawal management.
Vance P
Series 63
Frazer, PA
CGI Wealth Advisors, Inc.
Vance Palmer is a financial advisor with CGI Plan Advisors, Inc. He holds a Series 63 designation and has 45 years of industry experience. Prior to his current role, he was associated with Commonwealth Financial Network for 19 years and has been involved with The Conestoga Group, Inc. since 1986, where he is the sole shareholder. He also manages The Conestoga Group, Inc., a company that sells fixed insurance products and provides benefit administration services. CGI Plan Advisors primarily serves 401(k), profit-sharing, and other pension plans, advising on plan investment menus and fiduciary governance for approximately $211 million in assets. The firm emphasizes diversified asset allocation based on Modern Portfolio Theory and provides consulting services focused on pension plan governance and participant education.
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)