Advisor at CSP Financial Group LLC
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Firm
CSP Financial Group LLC
Location
Scottsdale, AZ 85260
Credentials
Series 65
Industry experience
7 years
Mark Flanagan is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding a Series 65 license and seven years of industry experience. He has operated his own advisory practice, Flanagan Financial LLC, since 2025 and has been affiliated with CSP Financial Group since 2020. Prior to his advisory career, he was a CPA and owner of Mercer, Flanagan & Company, P.C., a CPA firm where he managed daily operations for 25 years. 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 frequently utilizes third-party managers for portfolio implementation 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
Florida
Flanagan Financial LLC
2025 - Present (1 year)
Mark Flanagan, Sole Proprietor
2020 - Present (6 years)
CSP Financial Group LLC
2020 - Present (6 years)
LifeTyme Financial Advisors, LLC
2019 - 2020 (1 year)
LifeTyme Financial Group, LLC
2018 - 2020 (2 years)
Mercer, Flanagan & Company, P.C.
2000 - 2025 (25 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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