CSP Financial Group LLC

RIASEC Registered

Total AUM

$151M

Discretionary

$151M

100% of AUM

Avg account

$149K

Accounts

1,008

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 310819
Registered since: July 14, 2023
Website: www.cspfinancialgroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals52.52%
HNWI47.48%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

CSP Financial Group LLC is an independent, SEC-registered Registered Investment Adviser operating as a limited liability company. The firm serves both individuals/families and institutional clients and functions as a capital allocator, selecting third-party managers alongside managing client portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, manager selection, and educational workshops. CSP charges clients through a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm is not positioned as an active ESG investor and does not identify as a multi-state adviser or pension consultant. Professional relationships include ties with accountants, insurance companies, and real estate brokers, which support its advisory and planning work.