Advisor at CSP Financial Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CSP Financial Group LLC
Location
Scottsdale, AZ 85260
Credentials
ChFC®, Series 63, Series 65
Industry experience
14 years
Charles Pettit is a financial advisor with CSP Financial Group LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 14 years of industry experience. He is a partner at Ed 4 Feds, a training company that provides seminars to federal employees about their pension systems and retirement benefits. Pettit has held roles at multiple related firms since 2004, including Lifetyme Financial Advisors and CSP Financial Group. CSP Financial Group LLC offers investment advisory and financial planning services to individuals, charitable organizations, and business entities. The firm employs a long-term investment approach based on Modern Portfolio Theory and frequently collaborates with third-party managers while maintaining an ongoing advisory role.
Based on CSP Financial Group LLC
Portfolio Analysis (MRI) Service: one-time fixed fee of $500.
$0 - $1,000,000: 1.20% annually $1,000,000.01 - $3,000,000: 1.00% annually $3,000,000.01 - $5,000,000: 0.90% annually $5,000,000.01 - $10,000,000: 0.80% annually $10,000,000.01+: 0.70% annually
Investment Advisor Representatives receive commissions from sales of insurance products as licensed insurance agents.
Consultation Services charged at $300 per hour.
Fee-only: Financial planning fees: Full Financial Plan fixed fee up to $1,200; Consultation Services hourly fee $300/hour.
14300 North Northsight Blvd, Suite 120
Scottsdale, AZ 85260
Arizona · Louisiana · Texas
CSP Financial Group, LLC
2020 - Present (6 years)
CSP Financial Group, LLC
2020 - Present (6 years)
Ed 4 Feds
2020 - 2020 (1 year)
LifeTyme Financial Group, LLC
2014 - 2020 (6 years)
LifeTyme Financial Advisors, LLC
2012 - 2021 (9 years)
Charles Pettit, Sole Proprietor
1994 - Present (32 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65, Series 66
Mesa, AZ
Larson Wealth Management, LLC
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Series 65
Phoenix, AZ
Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
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