Capital Strategies Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$225/hr

“Moreover, fees will have a targeted rate of $225 per hour to assist in guiding the calculation.”

Flat or project fee

Up to $20,000

“Services are offered based on a range of $0 - $20,000 and are calculated based on a number of factors such as, but not limited to, the specialized expertise required from the advisor(s), as well as the nature and complexity of the consultation.”

Monthly fee

$600/mo

“ONGOING FEES Ongoing Fee Services are offered based on a monthly fee to never exceed $600, charged in advance of each billing period.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Capital Strategies Group, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous billing period.”
• “If margin is utilized, the fees will be billed based on the net asset value of the account.”
• “However, in any situation where that may not be possible, CSG fees will deduct the fee from another non-qualified account(s) separately under management of CSG, or the Client will be billed directly.”

How Capital Strategies Group, LLC’s fees compare

• Its hourly rate of $225 is below the Arizona median of $275. 28% of the 195 other Arizona planners that publish an hourly rate charge less.
• None of the 3 other planners in Tempe that publish an hourly rate charge less.
• Its flat or project fee of up to $20,000 spans the Arizona median of $3,100. 82% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Tempe that publish a flat or project fee charge less.

About Capital Strategies Group, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2012 (14 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

228

Employees

5

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and newsletters and publications

Assets managed

$102,754,180

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

140120

Website

csgplanners.com (opens in new tab)

Phone

(480) 635-4050

Can advise clients in 2 states: Arizona, Texas

Other planners in Tempe that publish fees

• Arbor Wealth Management, LLCTempe$250/hr
• Financial Life PlannersTempe$250/hr, $1,000⁠-⁠$2,500
• Harding Wealth, Inc.Tempe$100⁠-⁠$5,000, $4,000/yr
• Tortoise Wealth ManagementTempe$250/hr

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