Craig Perkins
CDP Financial Group · Littleton, Colorado
Craig Perkins is a fee-only financial advisor at CDP Financial Group in Littleton, Colorado, who holds the ChFC credential. CDP Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | CDP Financial Group |
|---|---|
| Based in | Littleton, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $100.5M across 257 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in CO · CRD 865539 |
| Exams passed | Series 63 (1982) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.cdpfinancial.com |
How Craig's firm compares
- CDP Financial Group's average account is about $391,000, from its Form ADV (assets managed divided by 257 accounts).
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Questions about Craig
Is Craig Perkins a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Craig holds no broker registration, and CDP Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Craig charge for financial advice?
Craig's firm, CDP Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Craig Perkins based?
Craig Perkins is based in Littleton, Colorado.
What credentials does Craig Perkins hold?
Craig Perkins holds the ChFC credential.
Is Craig Perkins registered with the SEC?
Yes. Craig Perkins is registered as an investment adviser representative in CO (CRD 865539), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CDP Financial Group manage?
CDP Financial Group reports $100.5M across 257 accounts in assets under management.
How do I contact Craig Perkins?
Through Craig's website, www.cdpfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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