CFP

John Csenge

46 Years of Experience

Clearwater, FL

2 Disclosures

John Csenge is a CFP-designated registered investment advisor at Csenge Advisory Group, LLC, based in Clearwater, FL, with 46 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,312 clients with $2.9B in assets under management.

Csenge Advisory Group, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

70 advisors

Number of Clients

6,312 clients

Average Client Portfolio

$457K average

Assets Under Management

$2.9B

Fee Structure

Planning is included in investment management (also available separately)

Csenge Advisory Group offers asset management programs where advisor representatives directly manage client portfolios. The maximum annual fee for this service is 2.35%. This fee covers advisory services and most brokerage commissions. Clients may also pay other charges such as custodial fees and internal fees charged by mutual funds or exchange-traded funds.

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Location

4755 East Bay Drive, Clearwater, FL, 33764

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History

Regulatory History (2)

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

August 2006

Denied

Customer Dispute

September 1997

Award / Judgment

View Full SEC Report How to Read Disclosures

Other Business Activities

John is the owner of Csenge Advisory Group, an RIA, dedicating nearly full-time hours to it. He also serves as a board member for the Diocese of St. Petersburg, owns Litchfield & Company LLC (real estate), JLC2-NSB (real estate holding), and Longboard, LLC (investments and real estate holdings), dedicating minimal time to each of these activities.

Employment History

Current Registrations

Csenge Advisory Group, LLC

November 2000 - Present · 25 yrs 5 mos

Previous Registrations

Integrity Alliance, LLC

November 2025 - December 2025 · 1 mo

Integrity Alliance, LLC.Broker

November 2025 - December 2025 · 1 mo

Lion Street Advisors, LLC

October 2018 - November 2025 · 7 yrs 1 mo

Lion Street Financial, LLCBroker

July 2018 - November 2025 · 7 yrs 4 mos

Fsc Securities Corporation

July 1998 - August 2018 · 20 yrs 1 mo

Fsc Securities CorporationBroker

July 1998 - July 2018 · 20 yrs

Corporate Securities Group, INC.Broker

March 1997 - July 1998 · 1 yr 4 mos

Dmg Securities, INC.Broker

July 1994 - March 1997 · 2 yrs 8 mos

F.N. Wolf & CO., INC.Broker

May 1988 - July 1994 · 6 yrs 2 mos

Sherwood Capital, INC.Broker

February 1987 - May 1988 · 1 yr 3 mos

First Jersey Securities, INC.Broker

January 1980 - January 1987 · 7 yrs

State Registrations1 state

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.

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