Firm
CSG Financial
Dover, Delaware
Fee-only
CSG Financial at a glance
- One of 32 fee-only firms based in Delaware in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 62 individual clients, 4 of them high net worth.
- Its average account is about $116,000 (assets it manages divided by its 136 accounts).
- Its website says it's taking new clients.
Facts
| Based in | Dover, Delaware |
|---|---|
| Website | csg-financial.com |
| [email protected] | |
| Phone | (302) 678-8701 |
CSG Financial fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,800 a year |
|---|---|
| One-time plan | From $1,000 |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
In the firm's words
"$1800 - 6000" source
"$1000 - 15,000" source
"1% Declining fee" source
"We do not impose a minimum investment requirement" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $16 million |
| Individual clients | 58 |
| High-net-worth clients | 4 |
| Accounts managed | 136 |
| Employees | 3 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | October 6, 2026 |
| SEC record | CRD 330894 |