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CSP Financial Group LLC

Headquartered in SCOTTSDALE, AZ

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Firm Information

CSP Financial Group LLC is a Scottsdale, Arizona-based firm with 12 licensed agents and 20 investment advisor representatives. The firm provides financial planning, educational seminars, selection of other advisors, and portfolio analysis (MRI) services. They have approximately 600 clients, primarily individuals other than high-net-worth, and 5 pension and profit-sharing plans.

CSP Financial Group LLC

14300 NORTH NORTHSIGHT BLVD

SCOTTSDALE, AZ 85260

Not reported

Assets Under Management

600

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio analysis (mri) services

Portfolio analysis (mri) services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Co-advisor fees

Branch Locations (6)

CSP FINANCIAL GROUP LLC has a total of 6 branch locations across the country.
location

Baltimore, MD

location

SCOTTSDALE, AZ

location

Edmond, OK

location

Frederick, MD

location

Scottsdale, AZ

location

IRVINE, CA

Advisors at CSP Financial Group LLC

View All 20 Advisors
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Kim Trinh

RA

SCOTTSDALE, AZ

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Douglas Shattuck Miller

RA

SCOTTSDALE, AZ

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Ethan Jon Gruenke

RA

SCOTTSDALE, AZ

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He Ma

RA

SCOTTSDALE, AZ

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Henry The Luong

RA

Frederick, MD

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Hayden Santos

RA

SCOTTSDALE, AZ

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Michael Christopher Poole

RA

SCOTTSDALE, AZ

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James Cossett Anderson iv

RA

SCOTTSDALE, AZ

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Disclosures

There are no public disclosures for CSP Financial Group LLC.

Frequently Asked Questions (7)

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