Steven Calio
CSG Financial · Dover, Delaware
Steven Calio is a fee-only financial advisor at CSG Financial in Dover, Delaware, who holds the CFP credential. CSG Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Who they serve
- Executives
- Pre-retirees
- Retirees
- Founders
Facts
| Firm | CSG Financial |
|---|---|
| Based in | Dover, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Ongoing planning from $1,800 a year · One-time plans from $1,000 · 1% a year on the first tier of assets managed · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $15.8M across 136 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DE, NY, PA, TX · CRD 7158222 |
| Exams passed | Series 66 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | csg-financial.com |
| Profile |
How Steven's firm compares
- Ongoing planning starts at $1,800 a year, below the US median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $1,000, below the US median of $2,000 for fee-only firms that publish prices.
- CSG Financial's average account is about $116,000, from its Form ADV (assets managed divided by 136 accounts).
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Questions about Steven
Is Steven Calio a fee-only financial advisor?
Yes. Steven Calio is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Steven's firm.
How does Steven charge for financial advice?
Steven's firm, CSG Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Steven charge?
According to CSG Financial's website, checked October 28, 2026: ongoing planning from $1,800 a year; one-time plans from $1,000; 1% a year on the first tier of assets managed; no asset minimum.
Where is Steven Calio based?
Steven Calio is based in Dover, Delaware.
What credentials does Steven Calio hold?
Steven Calio holds the CFP credential.
Is Steven Calio registered with the SEC?
Yes. Steven Calio is registered as an investment adviser representative in DE, NY, PA and TX (CRD 7158222), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does CSG Financial manage?
CSG Financial reports $15.8M across 136 accounts in assets under management.
How do I contact Steven Calio?
Through Steven's website, csg-financial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- CSG Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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