CGI Plan Advisors provides portfolio management for individuals and small businesses, pension consulting, and educational seminars.
CGI Plan Advisors reports 29 pension and profit-sharing plans. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $261M across 29 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Pension and profit-sharing plans | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pension and profit-sharing plans | 29 | $261M | 100.0% | $9M |
| Total | 29 | $261M | 100% | $9M |
- Clients
- 29
- Regulatory AUM
- $261M
- AUM share
- 100.0%
- Avg. per client
- $9M
Total
- Clients
- 29
- Regulatory AUM
- $261M
- AUM share
- 100%
- Avg. per client
- $9M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
CGI Plan Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Vance Palmer owns 75% or more of CGI Plan Advisors. The leadership team of CGI Plan Advisors includes President Vance Palmer. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of Cgi Plan Advisors, Inc.
Vance Palmer
Control person · since October 2020
CGI Plan Advisors’ regulatory assets grew 1.9× from $134M (March 2021) to $261M (March 2026); clients rose from 19 to 29 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $261M | 29 | 2 | 1 |
| Apr 2025April 2025 | $211M | 28 | 2 | 1 |
| Mar 2024March 2024 | $204M | 28 | 2 | 1 |
| Mar 2023March 2023 | $194M | 26 | 2 | 1 |
| Mar 2022March 2022 | $207M | 21 | 2 | 1 |
| Mar 2021March 2021 | $134M | 19 | 2 | 1 |
Besides its headquarters, CGI Plan Advisors has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 601 Swedesford RD,, Swedesford Corporate Center, FrazerHQ
Contact and registration details
- Legal name
- Cgi Plan Advisors, Inc.
- Headquarters
- 601 Swedesford RD,, Swedesford Corporate Center, Frazer, PA 19355
- Website
- cgiadvisors.com
- Phone
- 610-854-1420
- SEC file
- 801-119874
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
CGI Plan Advisors does not have custody of client assets.
At year end, CGI Plan Advisors’ separately managed accounts were mostly in funds (77%) and cash (23%).
What the accounts hold
- Funds77%
- Cash23%
How many clients does CGI Plan Advisors have?
CGI Plan Advisors has 29 clients and manages $261 million for them, as of March 2026. They include 29 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does CGI Plan Advisors offer?
CGI Plan Advisors provides portfolio management for individuals and small businesses, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does CGI Plan Advisors have?
CGI Plan Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does CGI Plan Advisors invest in?
At the end of its last fiscal year, CGI Plan Advisors’ separately managed accounts held 77% registered funds (mutual funds, ETFs, BDCs) and 23% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns CGI Plan Advisors?
CGI Plan Advisors’ direct owner is Vance Palmer (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does CGI Plan Advisors get paid?
CGI Plan Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact CGI Plan Advisors?
CGI Plan Advisors’ main office is at 601 Swedesford RD,, Swedesford Corporate Center, Frazer, PA 19355. Its phone number is 610-854-1420. Its website is cgiadvisors.com.