CSG Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,800⁠-⁠$5,000

“Fixed fee rates range from $1,800 to $5,000.”

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

How CSG Financial bills

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

• “Please note, lower fees for comparable services may be available from other sources. 8 Investment Management Services The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid monthly in advance, ranging from $200 to $500.”

How CSG Financial’s fees compare

• Its flat or project fee of $1,800-$5,000 spans the Delaware median of $3,575. 45% of the 11 other Delaware planners that publish a flat or project fee charge less.

About CSG Financial

• Firm size: 3 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

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

2% a year

Clients

62

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$15,751,469

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330894

Website

csg-financial.com (opens in new tab)

Phone

(302) 678-8701

Can advise clients in 3 states: Delaware, New York, Pennsylvania

Other planners in Delaware that publish fees

• Affinity Wealth Management LLCWilmington$350/hr, $250⁠-⁠$15,000
• Age Wisely FinancialWilmington$360/hr, $3,000⁠-⁠$12,000
• Ajp Financial Services, LLCWilmington$10,000⁠-⁠$50,000/yr
• Back Bay Financial Planning & InvestmentsBethany Beach$400/hr, $2,500⁠-⁠$5,000
• BDFS Capital LLCRehoboth Beach$100⁠-⁠$250/hr, $500⁠-⁠$5,000
• Benchmark Financial, LLCWilmington$500/hr, $1,500

Compare all 35 planners in Delaware