TrueAdvisor
TrueAdvisor
DM
DM

Douglas Miller

Csp Financial Group LLC
23 Years of Experience
Scottsdale, AZ
1 Disclosure
View SEC Summary
View SEC Summary

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 Charitable Giving, Estate Planning, Federal Employees, High Net Worth, and 4 more. Their firm serves 397 clients with $150M in assets under management.

Csp Financial Group LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
397 clients
Average Client Portfolio
$379K average
Assets Under Management
$150.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.20%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.90%
$5.0M - $10.0M0.80%
$10M+0.70%

Fees are negotiable based on historical relationships, asset types, and total account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

14300 North Northsight Blvd, Suite 120, Scottsdale, AZ, 85260

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2013
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Csp Financial Group LLC
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Lifetyme Financial Advisors, LLC
October 2019 - March 2024 · 4 yrs 5 mos
Bridgelight Capital LLC
April 2018 - September 2019 · 1 yr 5 mos
360 Wealth Management, INC.
December 2012 - March 2018 · 5 yrs 3 mos
Sii Investments, INC.
October 2011 - November 2012 · 1 yr 1 mo
Cue Financial Group, INC.
January 2001 - January 2010 · 9 yrs
State Registrations1 state
AZ
Advisor

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Scottsdale, AZ →All financial advisors in Arizona →