Tonya White is a registered investment advisor at Csp Financial Group LLC, based in Clayton, CA, with 14 years of industry experience. Tonya 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
Clayton, 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
Tonya operates Harmony Financial Solutions as a DBA for insurance, annuity, and securities activities, dedicating nearly full-time hours to it. She also has several other business activities, including essential oil sales, wellness coaching, estate planning referrals, networking, and creating a financial education course, taking up varying amounts of her time.
Employment History
Current Registrations
Csp Financial Group LLC
Previous Registrations
Lifepro Asset Management
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
Infinity Financial ServicesBroker
Infinity Financial Services
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, 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.
Exams
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