CSP Financial Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Fees for Consultation Services are offered based on an hourly fee of $300.”

Flat or project fee

$500

“Clients will pay a one-time (non-recurring) fixed fee of $500 for the MRI service.”

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

How CSP Financial Group LLC bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The advisory fee is charged quarterly in advance.”

How CSP Financial Group LLC’s fees compare

• Its hourly rate of $300 is above the Arizona median of $275. 52% of the 195 other Arizona planners that publish an hourly rate charge less.
• 20 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Arizona median of $3,100. 3% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 2 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.

About CSP Financial Group LLC

• Firm size: 21 employees.
• Credentials named in the brochure: ChFC®.
• Founded: 2010 (16 years).

Planning areas mentioned in the brochure

• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.2% a year

Clients

392

Employees

21

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, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$150,550,578

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

310819

Website

cspfgllc.com (opens in new tab)

Phone

(480) 600-9626

Can advise clients in 32 states: Arkansas, Arizona, California, Colorado, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Illinois, Louisiana, Massachusetts, Maryland, Minnesota, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, West Virginia

Other planners in Scottsdale that publish fees

• 212 Wealth ManagementScottsdale$250/hr
• 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000⁠-⁠$20,000
• 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
• Able Financial Group, LLCScottsdale$600/hr, $35,000
• Aim CapitalScottsdale$300/hr
• Akkadian Wealth LLCScottsdale$500/hr, $1,000⁠-⁠$5,000

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