Craig Tompkins
Craig Tompkins is a registered investment advisor at Csp Financial Group LLC, based in San Jose, CA, with 7 years of industry experience. Craig 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable based on historical relationships, asset types, and total account size.
Fee Estimator
Location
San Jose, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Craig owns and operates Coalition Insurance Services, a life and health insurance business in California. He earns approximately $200,000 a year from this business.
Employment History
Current Registrations
Csp Financial Group LLC
Previous Registrations
Craig Tompkins RIA
Rice Financial Consulting, INC.
Craig Tompkins RIA
State Registrations2 states
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
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