Douglas Miller is a registered investment advisor at Csp Financial Group LLC, based in Scottsdale, AZ, with 23 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 983 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
CSP Financial Group recommends third-party investment advisors, primarily Matson Money and Dimensional Fund Advisors (DFA). The annual fee for these services is based on the amount of your assets.
The fee will not exceed 1.2% and is determined at CSP Financial Group's discretion based on the client relationship. Matson Money also collects a fee of up to 0.49% annually. The combined fees will not exceed 1.69% annually. These fees are negotiable.
Location
14300 North Northsight Blvd, Suite 120, Scottsdale, AZ, 85260
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Regulatory History (1)
Customer Dispute
January 2013Employment History
Current Registrations
Csp Financial Group LLC
Previous Registrations
Lifetyme Financial Advisors, LLC
Bridgelight Capital LLC
360 Wealth Management, INC.
Sii Investments, INC.
Cue Financial Group, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.