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
Series 63, Series 65
Industry experience
7 years
Craig Tompkins is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Agape Investment Coaching and Rice Financial Consulting, as well as operating his own RIA and insurance businesses. He owns and operates Coalition Insurance Services, a life and health insurance business in California. CSP Financial Group LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities. The firm employs a long-term investment approach grounded in Modern Portfolio Theory and often utilizes 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
California · Texas
CSP Financial Group LLC
2022 - Present (4 years)
Agape Investment Coaching
2020 - 2022 (2 years)
Rice Financial Consulting, Inc.
2019 - 2020 (1 year)
Craig Tompkins RIA
2018 - 2022 (4 years)
Craig Tompkins Insurance Services
1988 - Present (38 years)
Coalition Insurance Services
1987 - Present (39 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
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CFP®, Series 63, Series 66
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Series 65
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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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