CSP FINANCIAL GROUP LLC

14300 North Northsight Blvd
Suite 120
Scottsdale, Arizona 85260
Tel: 480-600-9626

About CSP FINANCIAL GROUP LLC

CSP FINANCIAL GROUP LLC, formally registered with the SEC as CSP FINANCIAL GROUP LLC. The firm was established in 07/14/2023. They have over 2 offices throughout the country.

CSP FINANCIAL GROUP LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310819
SEC#	801-128346
Assets Managed by Firm	$0
No. of Clients	0
No. of Advisors	25

Fee Structure

Hourly charges
Fixed fees
Other (CO-ADVISOR FEES)

Advisory Services Provided

Financial planning services
Selection for other advisors
Education seminars/workshops
Other (PORTFOLIO ANALYSIS (MRI) SERVICES)

Firm Client Information

	No. of Clients	AUM

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