CDP FINANCIAL GROUP, LLC
SEC RegisteredBuilding Financial Confidence Through Trust & Innovation
About the firm
At CDP Financial Group, we are committed to helping you achieve your financial goals with a blend of trust, dedication, and sophisticated solutions. Client service is our top priority, and we pride ourselves on delivering tailored plans and being readily available. Our approach focuses on education and advice, offering clients a range of options rather than pushing specific products.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, investment planning, risk management, and company retirement plans. The firm develops personalized strategies tailored to clients' retirement and legacy goals, crafts investment strategies aligned with financial objectives and risk tolerance, conducts risk assessments to mitigate financial vulnerabilities, and assists businesses in creating and managing retirement plans.
Who they serve
Multigenerational families looking to preserve wealth and plan for future generations, pre-retirees and retirees who need comprehensive planning and management, and affluent high-net-worth individuals requiring sophisticated financial planning and investment management.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 86 | $25M |
| High Net Worth Individuals | 24 | $75M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $250,000 | 1.50% |
| $250,000 - $500,000 | 1.25% |
| $500,000 - $1,000,000 | 1.00% |
| Over $1,000,000 | 0.75% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CDP FINANCIAL GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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