Zachary Stone
CSG Financial · Dover, Delaware
Zachary Stone is a fee-only financial advisor at CSG Financial in Dover, Delaware. CSG Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | CSG Financial |
|---|---|
| Based in | Dover, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $15.8M across 136 accounts |
| SEC registration | Investment adviser representative in DE, NY, PA, TX · CRD 7159317 |
| Exams passed | Series 63 (2019) · Series 65 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.csg-financial.com |
How Zachary's firm compares
- 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 Zachary
Is Zachary Stone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and CSG Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zachary charge for financial advice?
Zachary's firm, CSG Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Zachary Stone based?
Zachary Stone is based in Dover, Delaware.
Is Zachary Stone registered with the SEC?
Yes. Zachary Stone is registered as an investment adviser representative in DE, NY, PA and TX (CRD 7159317), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CSG Financial manage?
CSG Financial reports $15.8M across 136 accounts in assets under management.
How do I contact Zachary Stone?
Through Zachary's website, www.csg-financial.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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