Charles Pettit
Charles Pettit is a ChFC-designated registered investment advisor at Csp Financial Group LLC, based in Scottsdale, AZ, with 15 years of industry experience. Charles 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
14300 North Northsight Blvd, Suite 120, Scottsdale, AZ, 85260
Get directionsHistory
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
Charles is the CEO/Owner/Insurance Agent at CSP Financial Group, LLC, dedicating about a quarter of his time to insurance product sales and services. He is also a Partner at Ed 4 Feds, a training company providing seminars for federal employees about their pension system and retirement benefits.
Employment History
Current Registrations
Csp Financial Group LLC
Previous Registrations
Lifetyme Financial Advisors, LLC
Brokers International Financial Services, LLC
State Registrations4 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
More Advisors
- Douglas MillerCsp Financial Group LLC
- Michael Juilfs, CFPCommonwealth Financial Network
- Richard Siegel, CFPArq Wealth Advisors, LLC
- Ryan Cox, CFPDew Wealth Management
- Jackson Pauley, CFPVanguard Advisers, INC.
- Lily Anderson, CFPVanguard Advisers, INC.