Advisor at CSP Financial Group LLC
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Firm
CSP Financial Group LLC
Location
Scottsdale, AZ 85260
Credentials
Series 65, Series 66
Industry experience
5 years
Nicholas Der is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding Series 65 and Series 66 licenses and five years of industry experience. Prior to joining CSP Financial Group in 2022, he was self-employed and held positions at Matson Money, AssetIO, and MetLife Securities Inc. Outside of advising, Der is involved in operations, sales, and customer support for The Shred Method, a software program that creates debt payoff plans. CSP Financial Group LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities. The firm follows a long-term investment approach grounded in Modern Portfolio Theory and often uses 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
Arizona · Texas
CSP Financial Group LLC
2022 - Present (4 years)
The Shred Method
2022 - Present (4 years)
Matson Money
2021 - 2021 (1 year)
AssetIO
2021 - 2021 (1 year)
Self-Employed
2017 - 2021 (4 years)
Robert Half
2017 - 2017 (1 year)
Mass Mutual Investors Services
2017 - Present (9 years)
Massachusetts Mutual Life Insurance Company
2017 - 2017 (1 year)
MetLife Securities Inc
2015 - 2017 (2 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
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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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